Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
AVIDIA BANK
EIN 04-3395834bankingLatest filing 2025
Plans
3
Retirement
2
$76.2M assets
Welfare
1
$256K premiums
Participants
838
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $76.2M assets / 585 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $256K premiums / 262 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$148K
- Life$112K
- Long-term disability$64K
- Vision$42K
- Short-term disability$2K
Carrier market share
Premium dollars by Schedule A carrier
75%top
- RELIANCE STANDARD LIFE INSURANCE COMPANY75%
- VISION SERVICE PLAN16%
- HARTFORD LIFE AND ACCIDENT4%
- UNITEDHEALTHCARE INSURANCE COMPANY3%
- ZURICH AMERICAN INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
63%top
- GCG FINANCIAL LLC63%
- MASS FNCL SVCS INS AGCY INC18%
- HP PLANNING, LLC DBA AISLING PARTNE8%
- INDIGO INSURANCE SERVICES4%
- MASSACHUSETTS FINANCIAL SERVICES IN3%
- +1 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SBERA 401(K) PLAN AS ADOPTED BY AVIDIA BANK
401k
Assets$49.2M
Participants350
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
AVIDIA BANK EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$27.0M
Participants235
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510
AVIDIA BANK EMPLOYEE BENEFITS PLAN
Fully Insured - RELIANCE STANDARD LIFE INSURANCE COMPANY
Premiums$256K
Covered lives262
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SBERA 401(K) PLAN AS ADOPTED BY AVIDIA BANK | 401k | $49.2M | 350 | 2024 | |
| 004 | AVIDIA BANK EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $27.0M | 235 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 510 | AVIDIA BANK EMPLOYEE BENEFITS PLAN | Fully Insured | RELIANCE STANDARD LIFE INSURANCE COMPANY | $256K | 262 | 2025 |
Retirement plans
Welfare plans