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Sponsor portfolioTH

THOMASTON SAVINGS BANK

EIN 06-0561730-financial services-Latest filing 2025
Plans
3
Retirement
2
$94.9M assets
Welfare
1
$3.0M premiums
Participants
873
203 MAIN STREET - THOMASTON, CT 06787860-283-1874thomastonsavingsbank.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
3 filings
#008TraditionalDB-$69.1M - 320 part#002401k-$25.7M - 302 part#501Mixed-$3.0M - 355 lives

Retirement portfolio analytics

2 plans aggregated / $94.9M assets / 622 participants

Assets by plan

Share of aggregate retirement assets

73%top
  • THOMASTON SAVINGS BANK (#008)73%
  • & RETIREMENT PLAN (#002)27%
Total $94.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • THOMASTON SAVINGS BANK (#008)320
  • & RETIREMENT PLAN (#002)302
Total 622Click row to drill in

Benefits portfolio analytics

1 plan / $3.0M premiums / 355 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.8M
  • Prescription drug$2.8M
  • Dental$2.6M
  • Other$133K
  • Life$117K
  • Long-term disability$117K
  • +1 more
Total $3.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • UNITEDHEALTHCARE INSURANCE COMPANY89%
  • UNIMERICA INSURANCE COMPANY6%
  • HARTFORD LIFE AND ACCIDENT4%
  • VISION SERVICE PLAN1%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Total $3.0M5 slices

Broker market share

Schedule A broker compensation

Split broker
81%top
  • LOCKTON COMPANIES, LLC81%
  • THE MCKELLAN GROUP19%
Total $108K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#008

THE RETIREMENT PLAN FOR EMPLOYEES OF THOMASTON SAVINGS BANK

TraditionalDB

Assets$69.1M
Participants320
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

THE THOMASTON SAVINGS BANK 401(K) SAVINGS & RETIREMENT PLAN

401k

Assets$25.7M
Participants302
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THOMASTON SAVINGS BANK PROGRAM

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$3.0M
Covered lives355
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
008THE RETIREMENT PLAN FOR EMPLOYEES OF THOMASTON SAVINGS BANKTraditionalDB$69.1M3202025
002THE THOMASTON SAVINGS BANK 401(K) SAVINGS & RETIREMENT PLAN401k$25.7M3022024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THOMASTON SAVINGS BANK PROGRAMMixedUNITEDHEALTHCARE INSURANCE COMPANY$3.0M3552024
Retirement plans
Welfare plans
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