Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
ESSA BANK & TRUST C/O CNB FINANCIAL CORPORATION
EIN 24-0568185financial servicesLatest filing 2025
Plans
4
Retirement
3
$65.2M assets
Welfare
1
$2.7M premiums
Participants
747
200 PALMER STREET - STROUDSBURG, PA 18360570-422-0197essabank.comLinkedIn201-500 employeesfinancial services
Retirement portfolio analytics
3 plans aggregated / $65.2M assets / 747 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.7M premiums / 226 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.3M
- Vision$2.3M
- Life$332K
- Long-term disability$332K
- Other$332K
- Dental$128K
Carrier market share
Premium dollars by Schedule A carrier
83%top
- BLUE CROSS OF CALIFORNIA83%
- SUN LIFE ASSURANCE COMPANY OF CANADA12%
- DELTA DENTAL OF CALIFORNIA5%
Broker market share
Schedule A broker compensation
81%top
- ESSA ADVISORY SERVICES, LLC81%
- BENEFITS ADVISORY SERVKES LTD14%
- BENEFITS ADVISORY GROUP5%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
ESSA BANK & TRUST 401(K) PLAN
401k
Assets$23.1M
Participants260
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
ESSA BANK & TRUST EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$21.3M
Participants268
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ESSA BANK AND TRUST PENSION PLAN
TraditionalDB
Assets$20.8M
Participants219
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ESSA BANK & TRUST HEALTH & WELFARE PLAN
Mixed - HIGHMARK, INC.
Premiums$2.7M
Covered lives226
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ESSA BANK & TRUST 401(K) PLAN | 401k | $23.1M | 260 | 2024 | |
| 003 | ESSA BANK & TRUST EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $21.3M | 268 | 2024 | |
| 001 | ESSA BANK AND TRUST PENSION PLAN | TraditionalDB | $20.8M | 219 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ESSA BANK & TRUST HEALTH & WELFARE PLAN | Mixed | HIGHMARK, INC. | $2.7M | 226 | 2025 |
Retirement plans
Welfare plans