Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
PEOPLESBANK
EIN 20-0262355bankingLatest filing 2025
Plans
3
Retirement
2
$89.4M assets
Welfare
1
$4.3M premiums
Participants
938
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $89.4M assets / 590 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $4.3M premiums / 348 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.1M
- Prescription drug$4.1M
- Other$152K
- Life$98K
- Long-term disability$98K
- Vision$53K
Carrier market share
Premium dollars by Schedule A carrier
95%top
- HEALTH NEW ENGLAND, INC.95%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY2%
- UNUM LIFE INSURANCE COMPANY OF AMERICA1%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
42%top
- UNKNOWN42%
- LOCKTON COMPANIES, LLC16%
- BRIAN STEBBINS11%
- POWER & WALSH INSURANCE ADVISORS9%
- MASS FNCL SVCS INS AGCY INC6%
- +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
PEOPLESBANK 401(K) PLAN
401k
Assets$68.9M
Participants429
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
PEOPLESBANK DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$20.5M
Participants161
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
PEOPLESBANK WELFARE BENEFITS PLAN
Mixed - HEALTH NEW ENGLAND, INC.
Premiums$4.3M
Covered lives348
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PEOPLESBANK 401(K) PLAN | 401k | $68.9M | 429 | 2024 | |
| 001 | PEOPLESBANK DEFINED BENEFIT PENSION PLAN | TraditionalDB | $20.5M | 161 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | PEOPLESBANK WELFARE BENEFITS PLAN | Mixed | HEALTH NEW ENGLAND, INC. | $4.3M | 348 | 2025 |
Retirement plans
Welfare plans