Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
LIBERTY BANK
EIN 06-0452570bankingLatest filing 2024
Plans
4
Retirement
2
$275.0M assets
Welfare
2
$789K premiums
Participants
3,337
245 LONG HILL ROAD - MIDDLETOWN, CT 06457860-344-7230liberty-bank.comLinkedIn501-1000 employeesbanking
Retirement portfolio analytics
2 plans aggregated / $275.0M assets / 2,518 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $789K premiums / 1,295 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$557K
- Long-term disability$557K
- Other$166K
- Vision$66K
Carrier market share
Premium dollars by Schedule A carrier
71%top
- LIFE INSURANCE COMPANY OF NORTH AMERICA71%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY16%
- UNITEDHEALTHCARE INSURANCE COMPANY11%
- ZURICH AMERICAN INSURANCE COMPANY2%
Broker market share
Schedule A broker compensation
100%top
- LOCKTON COMPANIES, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
LIBERTY BANK PENSION PLAN
TraditionalDB
Assets$148.9M
Participants1,483
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LIBERTY BANK 401(K) PLAN
401k
Assets$126.0M
Participants1,035
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#508
LIBERTY BANK FLEXIBLE BENEFITS PLAN
Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$789K
Covered lives1,295
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509
LIBERTY BANK SUPPLEMENTAL COLA ADJUSTMENT PLAN
Unknown
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LIBERTY BANK PENSION PLAN | TraditionalDB | $148.9M | 1,483 | 2024 | |
| 002 | LIBERTY BANK 401(K) PLAN | 401k | $126.0M | 1,035 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 508 | LIBERTY BANK FLEXIBLE BENEFITS PLAN | Mixed | LIFE INSURANCE COMPANY OF NORTH AMERICA | $789K | 1,295 | 2024 | |
| 509 | LIBERTY BANK SUPPLEMENTAL COLA ADJUSTMENT PLAN | Unknown | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans