Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
ASCEND BANK
EIN 06-0377390Finance and InsuranceLatest filing 2025
Plans
3
Retirement
2
$32.1M assets
Welfare
1
$1.9M premiums
Participants
437
1 PARK ST - GUILFORD, CT 06437203-453-2721
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $32.1M assets / 280 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.9M premiums / 257 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.8M
- Prescription drug$1.8M
- Dental$113K
- Vision$113K
- Life$77K
- Short-term disability$77K
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
90%top
- UNITEDHEALTHCARE INSURANCE COMPANY90%
- ANTHEM LIFE INSURANCE COMPANY6%
- EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA4%
Broker market share
Schedule A broker compensation
64%top
- ENROLLEASE64%
- ASSUREDPARTNERS19%
- DIGITAL INSURANCE LLC13%
- ROGERS BENEFIT GROUP INC4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
ASCEND BANK 401(K) PROFIT SHARING PLAN
401k
Assets$27.7M
Participants260
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#019
THE RETIREMENT PLAN FOR EMPLOYEES OF THE GUILFORD SAVINGS BANK
TraditionalDB
Assets$4.5M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
THE ASCEND BANK WELFARE BENEFIT PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.9M
Covered lives257
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | ASCEND BANK 401(K) PROFIT SHARING PLAN | 401k | $27.7M | 260 | 2025 | |
| 019 | THE RETIREMENT PLAN FOR EMPLOYEES OF THE GUILFORD SAVINGS BANK | TraditionalDB | $4.5M | 20 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | THE ASCEND BANK WELFARE BENEFIT PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $1.9M | 257 | 2025 |
Retirement plans
Welfare plans