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Sponsor portfolioTH

BRISTOL COUNTY SAVINGS BANK

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

Retirement portfolio analytics

2 plans aggregated / $149.3M assets / 984 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • COUNTY SAVINGS BANK (#001)55%
  • COUNTY SAVINGS BANK (#002)45%
Total $149.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • COUNTY SAVINGS BANK (#001)546
  • COUNTY SAVINGS BANK (#002)438
Total 984Click row to drill in

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

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA100%
Total $296K1 slice

Broker market share

Schedule A broker compensation

Split broker
67%top
  • DIGITAL INSURANCE LLC67%
  • FBINSURE LLC33%
Total $15K2 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

SBERA PENSION PLAN AS ADOPTED BY BRISTOL COUNTY SAVINGS BANK

TraditionalDB

Assets$82.0M
Participants546
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

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

401k

Assets$67.3M
Participants438
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

BRISTOL COUNTY SAVINGS BANK GROUP LIFE INS. & LTD PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$296K
Covered lives302
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SBERA PENSION PLAN AS ADOPTED BY BRISTOL COUNTY SAVINGS BANKTraditionalDB$82.0M5462025
002SBERA 401(K) PLAN AS ADOPTED BY BRISTOL COUNTY SAVINGS BANK401k$67.3M4382025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503BRISTOL COUNTY SAVINGS BANK GROUP LIFE INS. & LTD PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$296K3022025
Retirement plans
Welfare plans
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