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Sponsor portfolioTH

BANKPROV

EIN 04-3497377-banking-Latest filing 2024
Plans
3
Retirement
2
$42.0M assets
Welfare
1
$210K premiums
Participants
666
5 MARKET STREET - AMESBURY, MA 01913978-834-8517bankprov.comLinkedIn201-500 employeesbanking
Plans on this EIN
3 filings
#002401k-$26.1M - 238 part#003ESOP-$15.9M - 256 part#504Mixed-$210K - 172 lives

Retirement portfolio analytics

2 plans aggregated / $42.0M assets / 494 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • BANKPROV 401(K) (#002)62%
  • EMPLOYEE STOCK OWNERSHIP (#003)38%
Total $42.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#003)256
  • BANKPROV 401(K) (#002)238
Total 494Click row to drill in

Benefits portfolio analytics

1 plan / $210K premiums / 172 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$188K
  • Short-term disability$188K
  • Long-term disability$188K
  • Other$188K
  • Vision$22K
Total $210K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY89%
  • VISION SERVICE PLAN11%
Total $210K2 slices

Broker market share

Schedule A broker compensation

Split broker
80%top
  • CRONIN GERVINO & WARLICK INC80%
  • NFP INSURANCE SERVICES INC13%
  • MASS FNCL SVCS INS AGCY INC7%
Total $18K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

BANKPROV 401(K) PLAN

401k

Assets$26.1M
Participants238
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

BANKPROV EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$15.9M
Participants256
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

BANKPROV HEALTH AND WELFARE BENEFIT PLAN

Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$210K
Covered lives172
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BANKPROV 401(K) PLAN401k$26.1M2382024
003BANKPROV EMPLOYEE STOCK OWNERSHIP PLANESOP$15.9M2562024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504BANKPROV HEALTH AND WELFARE BENEFIT PLANMixedRELIANCE STANDARD LIFE INSURANCE COMPANY$210K1722024
Retirement plans
Welfare plans
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