PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. CHEMUNG CANAL TRUST COMPANY
Sponsor portfolioTH

CHEMUNG CANAL TRUST COMPANY

EIN 16-0380815-banking-Latest filing 2025
Plans
3
Retirement
2
$122.1M assets
Welfare
1
$441K premiums
Participants
1,206
ONE CHEMUNG CANAL PLAZA - ELMIRA, NY 14902607-737-3711chemungcanal.comLinkedIn201-500 employeesbanking
Plans on this EIN
3 filings
#002ESOP-$72.7M - 472 part#001TraditionalDB-$49.4M - 380 part#501Mixed-$441K - 352 lives

Retirement portfolio analytics

2 plans aggregated / $122.1M assets / 852 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • & INVESTMENT PLAN (#002)60%
  • TRUST COMPANY PENSION (#001)40%
Total $122.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • & INVESTMENT PLAN (#002)472
  • TRUST COMPANY PENSION (#001)380
Total 852Click row to drill in

Benefits portfolio analytics

1 plan / $441K premiums / 352 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$289K
  • Other$127K
  • Life$121K
  • Short-term disability$121K
  • Long-term disability$121K
  • Vision$25K
Total $441K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
66%top
  • BLUE CROSS OF CALIFORNIA66%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY27%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA6%
  • EMPLOYEE NETWORK, INC.1%
Total $441K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • CONSILIARIUM GROUP LLC100%
Total $34K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

CHEMUNG CANAL TRUST COMPANY PROFIT SHARING SAVINGS & INVESTMENT PLAN

ESOP

Assets$72.7M
Participants472
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

CHEMUNG CANAL TRUST COMPANY PENSION PLAN

TraditionalDB

Assets$49.4M
Participants380
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CHEMUNG CANAL TRUST COMPANY WELFARE BENEFIT PLAN

Mixed - EXCELLUS BLUECROSS BLUESHIELD

Premiums$441K
Covered lives352
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CHEMUNG CANAL TRUST COMPANY PROFIT SHARING SAVINGS & INVESTMENT PLANESOP$72.7M4722025
001CHEMUNG CANAL TRUST COMPANY PENSION PLANTraditionalDB$49.4M3802025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CHEMUNG CANAL TRUST COMPANY WELFARE BENEFIT PLANMixedEXCELLUS BLUECROSS BLUESHIELD$441K3522025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica