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Sponsor portfolioTH

SPENCER SAVINGS BANK SLA

EIN 22-1296609-banking-Latest filing 2025
Plans
3
Retirement
2
$127.7M assets
Welfare
1
$5.1M premiums
Participants
907
611 RIVER DRIVE - ELMWOOD PARK, NJ 074071325201-703-3800LinkedIn201-500 employeesbanking
Plans on this EIN
3 filings
#001TraditionalDB-$75.8M - 316 part#002401k-$51.9M - 386 part#505Mixed-$5.1M - 393 lives

Retirement portfolio analytics

2 plans aggregated / $127.7M assets / 702 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • SLA EMPLOYEES' PENSION (#001)59%
  • SAVINGS RETIREMENT PLAN (#002)41%
Total $127.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SAVINGS RETIREMENT PLAN (#002)386
  • SLA EMPLOYEES' PENSION (#001)316
Total 702Click row to drill in

Benefits portfolio analytics

1 plan / $5.1M premiums / 393 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.7M
  • Dental$216K
  • Life$154K
  • Long-term disability$154K
  • Other$154K
  • Vision$24K
Total $5.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • UNITEDHEALTHCARE INSURANCE COMPANY92%
  • DELTA DENTAL OF CALIFORNIA4%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA3%
  • VISION SERVICE PLAN0%
  • FLAGSHIP HEALTH SYSTEMS0%
Total $5.1M5 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • GALLAGHER BENEFIT SERVICES, INC.91%
  • JAMES R NELLIGAN & ASSOCIATES LLC9%
Total $219K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SPENCER SAVINGS BANK, SLA EMPLOYEES' PENSION PLAN

TraditionalDB

Assets$75.8M
Participants316
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SPENCER SAVINGS BANK SLA SAVINGS RETIREMENT PLAN

401k

Assets$51.9M
Participants386
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

SPENCER SAVINGS MEDICAL PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$5.1M
Covered lives393
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SPENCER SAVINGS BANK, SLA EMPLOYEES' PENSION PLANTraditionalDB$75.8M3162025
002SPENCER SAVINGS BANK SLA SAVINGS RETIREMENT PLAN401k$51.9M3862025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505SPENCER SAVINGS MEDICAL PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$5.1M3932025
Retirement plans
Welfare plans
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