Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$738K
- Life$736K
- Long-term disability$736K
- Short-term disability$365K
Filings through .
Top hat
Enterprise Bank and Trust Company
EIN 04-2993547Finance and InsuranceLatest filing 2025
Plans
3
Retirement
1
$14.3M assets
Health & Benefits
2
$738K premiums
Participants
620
222 MERRIMACK STREET - LOWELL, MA 01852978-459-9000
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Benefits portfolio analytics
2 plans / $738K premiums / 1,122 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
ENTERPRISE BANK AND TRUST COMPANY 401(K) PLAN
401(k)
Assets$14.3M
Participants144
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
MASSACHUSETTS VISION SERVICE PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$373K
Covered lives561
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502
ENTERPRISE BANK LIFE AND ACCIDENTAL, DEATH AND DISMEMBERMENT INSURANCE PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$365K
Covered lives561
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | ENTERPRISE BANK AND TRUST COMPANY 401(K) PLAN | 401(k) | $14.3M | 144 | 2025 |
- #001 · 401(k) · 2025144
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | MASSACHUSETTS VISION SERVICE PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $373K | 561 | 2024 |
| #502 | ENTERPRISE BANK LIFE AND ACCIDENTAL, DEATH AND DISMEMBERMENT INSURANCE PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $365K | 561 | 2024 |
- #501 · Mixed · SUN LIFE ASSURANCE COMPANY OF CANADA · 2024561
- #502 · Mixed · SUN LIFE ASSURANCE COMPANY OF CANADA · 2024561
Retirement plans
Health & Benefits plans