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  • Retirement analytics
  • Benefits analytics
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  • Health & Benefits plans

Filings through Oct 24, 2026.

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Bristol County Savings Bank

EIN 04-3317338-banking-Latest filing 2025
Plans
3
Retirement
2
$149.3M assets
Health & Benefits
1
$296K premiums
Participants
1,286
35 BROADWAY - TAUNTON, MA 02780508-824-6626bristolcountysavings.comLinkedIn201-500 employeesbanking
Plans on this EIN
3 filings
#001Traditional DB-$82.0M - 546 part#002401(k)-$67.3M - 438 part#503Fully insured-$296K - 302 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $149.3M assets / 984 participants

Assets by plan

Share of aggregate retirement assets

  • COUNTY SAVINGS BANK (#001)$82.0M
  • COUNTY SAVINGS BANK (#002)$67.3M
Total $149.3MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • COUNTY SAVINGS BANK (#001)546
  • COUNTY SAVINGS BANK (#002)438
Total 984Select a row to open it

Benefits portfolio analytics

1 plan / $296K premiums / 302 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$296K
  • Short-term disability$296K
  • Long-term disability$296K
  • Other$296K
Total $296K4 rows
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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

SBERA PENSION PLAN AS ADOPTED BY BRISTOL COUNTY SAVINGS BANK

Traditional DB

Assets$82.0M
Participants546
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

SBERA 401(K) PLAN AS ADOPTED BY BRISTOL COUNTY SAVINGS BANK

401(k)

Assets$67.3M
Participants438
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503

BRISTOL COUNTY SAVINGS BANK GROUP LIFE INS. & LTD PLAN

Fully insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$296K
Covered lives302
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001SBERA PENSION PLAN AS ADOPTED BY BRISTOL COUNTY SAVINGS BANKTraditional DB$82.0M5462025
#002SBERA 401(K) PLAN AS ADOPTED BY BRISTOL COUNTY SAVINGS BANK401(k)$67.3M4382025
  • SBERA PENSION PLAN AS ADOPTED BY BRISTOL COUNTY SAVINGS BANK$82.0M
    #001 · Traditional DB · 2025546
  • SBERA 401(K) PLAN AS ADOPTED BY BRISTOL COUNTY SAVINGS BANK$67.3M
    #002 · 401(k) · 2025438

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#503BRISTOL COUNTY SAVINGS BANK GROUP LIFE INS. & LTD PLANFully insuredUNUM LIFE INSURANCE COMPANY OF AMERICA$296K3022025
  • BRISTOL COUNTY SAVINGS BANK GROUP LIFE INS. & LTD PLAN$296K
    #503 · Fully insured · UNUM LIFE INSURANCE COMPANY OF AMERICA · 2025302
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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