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Sponsor portfolioTH

ENTERPRISE BANK AND TRUST COMPANY

EIN 04-2993547-Finance and Insurance-Latest filing 2024
Plans
3
Retirement
1
$128.1M assets
Welfare
2
$738K premiums
Participants
1,202
222 MERRIMACK STREET - LOWELL, MA 01852978-459-9000
Plans on this EIN
3 filings
#001401k-$128.1M - 726 part#501Mixed-$373K - 561 lives#502Mixed-$365K - 561 lives

Benefits portfolio analytics

2 plans / $738K premiums / 1,122 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$738K
  • Life$736K
  • Long-term disability$736K
  • Short-term disability$365K
Total $738K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
100%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA100%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA0%
Total $738K2 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • HUB INTERNATIONAL MIDWEST LIMITED99%
  • CHRISTINE M. MCCULLUGH1%
Total $25K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ENTERPRISE BANK AND TRUST COMPANY 401(K) PLAN

401k

Assets$128.1M
Participants726
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MASSACHUSETTS VISION SERVICE PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$373K
Covered lives561
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

ENTERPRISE BANK LIFE AND ACCIDENTAL, DEATH AND DISMEMBERMENT INSURANCE PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$365K
Covered lives561
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ENTERPRISE BANK AND TRUST COMPANY 401(K) PLAN401k$128.1M7262024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MASSACHUSETTS VISION SERVICE PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$373K5612024
502ENTERPRISE BANK LIFE AND ACCIDENTAL, DEATH AND DISMEMBERMENT INSURANCE PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$365K5612024
Retirement plans
Welfare plans
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