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Sponsor portfolioTH

PEOPLES SECURITY BANK AND TRUST COMPANY

EIN 24-0603570-banking-Latest filing 2025
Plans
5
Retirement
3
$77.3M assets
Welfare
2
$1.6M premiums
Participants
2,274
30 E D PREATE DRIVE - MOOSIC, PA 18507570-346-7741psbt.comLinkedIn201-500 employeesbanking
Plans on this EIN
5 filings
#004401k-$52.8M - 674 part#001TraditionalDB-$18.5M - 218 part#003ESOP-$6.0M - 428 part#502Self Funded-$1.2M - 402 lives#503Fully Insured-$373K - 866 lives

Retirement portfolio analytics

3 plans aggregated / $77.3M assets / 1,320 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • PROFIT SHARING PLAN (#004)68%
  • COMPANY EMPLOYEES' PENSION (#001)24%
  • EMPLOYEE STOCK OWNERSHIP (#003)8%
Total $77.3MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
68%top
  • CONRAD SIEGEL68%
  • (Not disclosed)32%
Total $77.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#004)674
  • EMPLOYEE STOCK OWNERSHIP (#003)428
  • COMPANY EMPLOYEES' PENSION (#001)218
Total 1,320Click row to drill in

Benefits portfolio analytics

2 plans / $1.6M premiums / 1,268 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$1.2M
  • Other$231K
  • Life$80K
  • Long-term disability$64K
  • Vision$44K
  • Dental$17K
  • +1 more
Total $1.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
57%top
  • UNITEDHEALTHCARE INSURANCE COMPANY57%
  • UNITED STATES FIRE INSURANCE COMPANY20%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY19%
  • BLUE CROSS OF CALIFORNIA3%
  • UNITED CONCORDIA INSURANCE COMPANY1%
Total $1.6M5 slices

Broker market share

Schedule A broker compensation

Split broker
74%top
  • BSI CORPORATE BENEFITS LLC74%
  • UNITED OF OMAHA LIFE INSURANCE CO26%
  • LEHIGH VALLEY BUSINESS COALITION0%
Total $60K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

PEOPLES SECURITY BANK 401(K) PROFIT SHARING PLAN

401k

Assets$52.8M
Participants674
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

PENN SECURITY BANK AND TRUST COMPANY EMPLOYEES' PENSION PLAN

TraditionalDB

Assets$18.5M
Participants218
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

PEOPLES SECURITY BANK & TRUST CO. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$6.0M
Participants428
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

PEOPLES SECURITY BANK AND TRUST COMPANY GROUP HEALTH PLAN

Self Funded - OPTUM HEALTH (UNIMERICA INSURANCE COMPANY)

Premiums$1.2M
Covered lives402
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

PEOPLES SECURITY BANK & TRUST COMPANY GROUP BENEFITS PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$373K
Covered lives866
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
004PEOPLES SECURITY BANK 401(K) PROFIT SHARING PLAN401k$52.8M6742024
001PENN SECURITY BANK AND TRUST COMPANY EMPLOYEES' PENSION PLANTraditionalDB$18.5M2182024
003PEOPLES SECURITY BANK & TRUST CO. EMPLOYEE STOCK OWNERSHIP PLANESOP$6.0M4282024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502PEOPLES SECURITY BANK AND TRUST COMPANY GROUP HEALTH PLANSelf FundedOPTUM HEALTH (UNIMERICA INSURANCE COMPANY)$1.2M4022025
503PEOPLES SECURITY BANK & TRUST COMPANY GROUP BENEFITS PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$373K8662025
Retirement plans
Welfare plans
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