Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
EASTERN BANK
EIN 04-3067724bankingLatest filing 2025
Plans
4
Retirement
3
$984.3M assets
Welfare
1
$34.0M premiums
Participants
9,276
Retirement portfolio analytics
3 plans aggregated / $984.3M assets / 7,423 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
61%top
- (Not disclosed)61%
- GREAT-WEST LIFE & ANNUITY INSURANCE39%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $34.0M premiums / 3,484 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$30.7M
- Prescription drug$30.7M
- Dental$1.7M
- Other$1.4M
- Life$1.4M
- Long-term disability$1.4M
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
90%top
- HARVARD PILGRIM HEALTH CARE90%
- DELTA DENTAL OF CALIFORNIA5%
- UNUM LIFE INSURANCE COMPANY OF AMERICA4%
- EYEMED VISION CARE0%
- HEALTH ADVOCATE SOLUTIONS, INC.0%
- +1 more
Broker market share
Schedule A broker compensation
100%top
- GALLAGHER BENEFIT SERVICES, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SBERA PENSION PLAN AS ADOPTED BY EASTERN BANK
TraditionalDB
Assets$583.3M
Participants3,753
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
EASTERN BANK 401(K) PLAN
401k
Assets$381.4M
Participants3,185
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
CAMBRIDGE BANCORP EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$19.6M
Participants485
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
EASTERN BANK EMPLOYEE BENEFITS PLAN
Fully Insured - HARVARD PILGRIM HEALTH CARE
Premiums$34.0M
Covered lives3,484
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SBERA PENSION PLAN AS ADOPTED BY EASTERN BANK | TraditionalDB | $583.3M | 3,753 | 2025 | |
| 002 | EASTERN BANK 401(K) PLAN | 401k | $381.4M | 3,185 | 2025 | |
| 003 | CAMBRIDGE BANCORP EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $19.6M | 485 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | EASTERN BANK EMPLOYEE BENEFITS PLAN | Fully Insured | HARVARD PILGRIM HEALTH CARE | $34.0M | 3,484 | 2025 |
Retirement plans
Welfare plans