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Sponsor portfolioTH

SOUTH SHORE BANK

EIN 04-1963710-banking-Latest filing 2024
Plans
2
Retirement
1
$38.8M assets
Welfare
1
$2.5M premiums
Participants
642
1530 MAIN STREET - SOUTH WEYMOUTH, MA 021901332781-682-3251southshorebank.comLinkedIn201-500 employeesbanking
Plans on this EIN
2 filings
#002401k-$38.8M - 358 part#501Mixed-$2.5M - 442 lives

Benefits portfolio analytics

1 plan / $2.5M premiums / 442 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.1M
  • Prescription drug$2.1M
  • Life$260K
  • Short-term disability$260K
  • Long-term disability$260K
  • Other$260K
  • +1 more
Total $2.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • HARVARD PILGRIM HEALTH CARE82%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY10%
  • BLUE CROSS OF CALIFORNIA8%
Total $2.5M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • SENTINEL INSURANCE AGENCY, INC.100%
Total $72K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SOUTH SHORE BANK 401(K) PLAN

401k

Assets$38.8M
Participants358
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SOUTH SHORE BANK HEALTH AND WELFARE BENEFITS PLAN

Mixed - HARVARD PILGRIM HEALTH CARE

Premiums$2.5M
Covered lives442
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002SOUTH SHORE BANK 401(K) PLAN401k$38.8M3582024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SOUTH SHORE BANK HEALTH AND WELFARE BENEFITS PLANMixedHARVARD PILGRIM HEALTH CARE$2.5M4422024
Retirement plans
Welfare plans
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