Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
ESSEX BANK
EIN 06-0336850Finance and InsuranceLatest filing 2025
Plans
3
Retirement
2
$24.6M assets
Welfare
1
$1.7M premiums
Participants
317
35 PLAINS ROAD, P.O. BOX 950 - ESSEX, CT 064260950860-767-4414
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $24.6M assets / 179 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.7M premiums / 158 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Vision$1.6M
- Health$1.6M
- Dental$1.6M
- Life$59K
- Other$59K
- Long-term disability$45K
Carrier market share
Premium dollars by Schedule A carrier
93%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY93%
- UNUM LIFE INSURANCE COMPANY OF AMERICA3%
- AETNA LIFE INSURANCE COMPANY3%
- STARMOUNT LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
94%top
- DIGITAL INSURANCE LLC94%
- CENTRO BENEFITS RESEARCH LLC6%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
ESSEX BANK 401(K) SAVINGS PLAN
401k
Assets$17.6M
Participants111
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
THE RETIREMENT PLAN OF ESSEX SAVINGS BANK
TraditionalDB
Assets$7.0M
Participants68
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ESSEX SAVINGS BANK HEALTH & WELFARE PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$1.7M
Covered lives158
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ESSEX BANK 401(K) SAVINGS PLAN | 401k | $17.6M | 111 | 2025 | |
| 001 | THE RETIREMENT PLAN OF ESSEX SAVINGS BANK | TraditionalDB | $7.0M | 68 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ESSEX SAVINGS BANK HEALTH & WELFARE PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $1.7M | 158 | 2024 |
Retirement plans
Welfare plans