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Sponsor portfolioTH

CENTREVILLE SAVINGS BANK

EIN 05-0118560-banking-Latest filing 2025
Plans
3
Retirement
2
$51.4M assets
Welfare
1
$3.2M premiums
Participants
778
1218 MAIN STREET - WEST WARWICK, RI 02893401-821-9100centrevillebank.comLinkedIn51-200 employeesbanking
Plans on this EIN
3 filings
#002401k-$31.9M - 327 part#001TraditionalDB-$19.4M - 156 part#502Fully Insured-$3.2M - 407 lives

Retirement portfolio analytics

2 plans aggregated / $51.4M assets / 483 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • SAVINGS BANK 401(K) (#002)62%
  • CENTREVILLE SAVINGS BANK (#001)38%
Total $51.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SAVINGS BANK 401(K) (#002)327
  • CENTREVILLE SAVINGS BANK (#001)156
Total 483Click row to drill in

Benefits portfolio analytics

1 plan / $3.2M premiums / 407 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.7M
  • Other$229K
  • Life$205K
  • Short-term disability$205K
  • Long-term disability$205K
  • Dental$187K
  • +1 more
Total $3.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • BLUE CROSS OF CALIFORNIA86%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA7%
  • DELTA DENTAL OF CALIFORNIA7%
Total $3.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
  • IMG0%
Total $106K2 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

CENTREVILLE SAVINGS BANK 401(K) PLAN

401k

Assets$31.9M
Participants327
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

PENSION PLAN FOR EMPLOYEES OF CENTREVILLE SAVINGS BANK

TraditionalDB

Assets$19.4M
Participants156
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

CENTREVILLE SAVINGS BANK WELFARE WRAP PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF RHODE ISLAND

Premiums$3.2M
Covered lives407
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CENTREVILLE SAVINGS BANK 401(K) PLAN401k$31.9M3272024
001PENSION PLAN FOR EMPLOYEES OF CENTREVILLE SAVINGS BANKTraditionalDB$19.4M1562024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502CENTREVILLE SAVINGS BANK WELFARE WRAP PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF RHODE ISLAND$3.2M4072025
Retirement plans
Welfare plans
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