Assets by plan
Share of aggregate retirement assets
- OF ESSEX BANK (#001)$7.3M
Filings through .
Top hat
Essex Bank
EIN 06-0336850Finance and InsuranceLatest filing 2025
Plans
3
Retirement
2
$24.9M assets
Health & Benefits
1
$1.8M premiums
Participants
311
35 PLAINS ROAD, P.O. BOX 950 - ESSEX, CT 064260950860-767-4414
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $24.9M assets / 177 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.8M premiums / 161 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Vision$1.7M
- Health$1.7M
- Dental$1.7M
- Other$80K
- Life$65K
- Long-term disability$50K
See carrier and broker market share with Pro.
Pro unlocks:
- Top carriers and their premium share
- Top brokers and their commission share
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
ESSEX BANK 401(K) SAVINGS PLAN
401(k)
Assets$17.6M
Participants111
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
THE RETIREMENT PLAN OF ESSEX BANK
Traditional DB
Assets$7.3M
Participants66
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
ESSEX BANK HEALTH & WELFARE PLAN
Fully insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$1.8M
Covered lives161
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | ESSEX BANK 401(K) SAVINGS PLAN | 401(k) | $17.6M | 111 | 2025 |
| #001 | THE RETIREMENT PLAN OF ESSEX BANK | Traditional DB | $7.3M | 66 | 2025 |
- #002 · 401(k) · 2025111
- #001 · Traditional DB · 202566
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | ESSEX BANK HEALTH & WELFARE PLAN | Fully insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $1.8M | 161 | 2025 |
- #501 · Fully insured · CIGNA HEALTH AND LIFE INSURANCE COMPANY · 2025161
Retirement plans
Health & Benefits plans