Assets by plan
Share of aggregate retirement assets
63%top
Sponsor portfolioTH
SOLVAY BANK
EIN 15-0454140bankingLatest filing 2025
Plans
3
Retirement
2
$27.8M assets
Welfare
1
$1.9M premiums
Participants
541
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $27.8M assets / 333 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.9M premiums / 208 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.7M
- Prescription drug$1.7M
- Dental$101K
- Other$83K
- Life$71K
- Vision$12K
Carrier market share
Premium dollars by Schedule A carrier
89%top
- MVP HEALTH CARE89%
- BLUE CROSS OF CALIFORNIA5%
- HARTFORD LIFE AND ACCIDENT4%
- AFLAC1%
- THE STANDARD1%
Broker market share
Schedule A broker compensation
92%top
- BROWN & BROWN INSURANCE SERVICES92%
- AP BENEFIT ADVISORS, LLC5%
- SOLVAY BANK INSURANCE AGENCY INC1%
- STEPHEN MARK BAUSO0%
- JOSEPH P CALARCO0%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SOLVAY BANK EMPLOYEES SAVINGS AND PROTECTION PLAN
401k
Assets$17.6M
Participants247
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
PENSION PLAN FOR EMPLOYEES OF SOLVAY BANK
CashBalance
Assets$10.2M
Participants86
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
SOLVAY BANK WELFARE BENEFIT PLAN
Fully Insured - MVP HEALTH SERVICES CORP
Premiums$1.9M
Covered lives208
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SOLVAY BANK EMPLOYEES SAVINGS AND PROTECTION PLAN | 401k | $17.6M | 247 | 2024 | |
| 001 | PENSION PLAN FOR EMPLOYEES OF SOLVAY BANK | CashBalance | $10.2M | 86 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | SOLVAY BANK WELFARE BENEFIT PLAN | Fully Insured | MVP HEALTH SERVICES CORP | $1.9M | 208 | 2025 |
Retirement plans
Welfare plans