Assets by plan
Share of aggregate retirement assets
- M TRUST 401(K) (#002)$48.4M
Filings through .
Farmers and Merchants Trust Company
EIN 23-0570230bankingLatest filing 2025
Plans
4
Retirement
2
$65.0M assets
Health & Benefits
2
$151K premiums
Participants
1,087
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $65.0M assets / 550 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$16.5M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $151K premiums / 280 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$121K
- Vision$30K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
F & M TRUST 401(K) PLAN
401(k)
Assets$48.4M
Participants392
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
FARMERS AND MERCHANTS TRUST COMPANY OF CHAMBERSBURG PENSION PLAN
Traditional DB
Assets$16.5M
Participants158
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#505
FARMERS AND MERCHANTS TRUST COMPANY GROUP VISION PLAN
Fully insured - DELTA DENTAL OF PENNSYLVANIA
Premiums$151K
Covered lives280
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501
FARMERS & MERCHANTS TRUST COMPANY GROUP HEALTH PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | F & M TRUST 401(K) PLAN | 401(k) | $48.4M | 392 | 2025 |
| #001 | FARMERS AND MERCHANTS TRUST COMPANY OF CHAMBERSBURG PENSION PLAN | Traditional DB | $16.5M | 158 | 2025 |
- F & M TRUST 401(K) PLAN$48.4M#002 · 401(k) · 2025392
- #001 · Traditional DB · 2025158
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #505 | FARMERS AND MERCHANTS TRUST COMPANY GROUP VISION PLAN | Fully insured | DELTA DENTAL OF PENNSYLVANIA | $151K | 280 | 2025 |
| #501 | FARMERS & MERCHANTS TRUST COMPANY GROUP HEALTH PLAN | Self-funded | - | $0 | 0 | 2025 |
- #505 · Fully insured · DELTA DENTAL OF PENNSYLVANIA · 2025280
- #501 · Self-funded · 20250
Retirement plans
Health & Benefits plans