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  2. Peoples Security Bank & Trust Company
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

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Peoples Security Bank & Trust Company

EIN 24-0603570-banking-Latest filing 2025
Plans
5
Retirement
3
$109.3M assets
Health & Benefits
2
$1.6M premiums
Participants
2,347
150 N.WASHINGTON AVE. - SCRANTON, PA 18503570-346-7741psbt.comLinkedIn201-500 employeesbanking
Plans on this EIN
5 filings
#004401(k)-$83.4M - 749 part#001Traditional DB-$19.9M - 216 part#003ESOP-$6.0M - 428 part#502Self-funded-$1.2M - 402 lives#503Fully insured-$373K - 866 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.

Retirement portfolio analytics

3 plans aggregated / $109.3M assets / 1,393 participants

Assets by plan

Share of aggregate retirement assets

  • PROFIT SHARING PLAN (#004)$83.4M
  • COMPANY EMPLOYEES' PENSION (#001)$19.9M
  • EMPLOYEE STOCK OWNERSHIP (#003)$6.0M
Total $109.3MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • CONRAD SIEGEL$83.4M
  • (Not disclosed)$25.9M
Total $109.3MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#004)749
  • EMPLOYEE STOCK OWNERSHIP (#003)428
  • COMPANY EMPLOYEES' PENSION (#001)216
Total 1,393Select a row to open it

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
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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#004

PEOPLES SECURITY BANK 401(K) PROFIT SHARING PLAN

401(k)

Assets$83.4M
Participants749
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

PENN SECURITY BANK AND TRUST COMPANY EMPLOYEES' PENSION PLAN

Traditional DB

Assets$19.9M
Participants216
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

PEOPLES SECURITY BANK & TRUST CO. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$6.0M
Participants428
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

PEOPLES SECURITY BANK AND TRUST COMPANY GROUP HEALTH PLAN

Self-funded - OPTUM HEALTH (UNIMERICA INSURANCE COMPANY)

Premiums$1.2M
Covered lives402
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503

PEOPLES SECURITY BANK & TRUST COMPANY GROUP BENEFITS PLAN

Fully insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$373K
Covered lives866
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

3 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#004PEOPLES SECURITY BANK 401(K) PROFIT SHARING PLAN401(k)$83.4M7492025
#001PENN SECURITY BANK AND TRUST COMPANY EMPLOYEES' PENSION PLANTraditional DB$19.9M2162025
#003PEOPLES SECURITY BANK & TRUST CO. EMPLOYEE STOCK OWNERSHIP PLANESOP$6.0M4282024
  • PEOPLES SECURITY BANK 401(K) PROFIT SHARING PLAN$83.4M
    #004 · 401(k) · 2025749
  • PENN SECURITY BANK AND TRUST COMPANY EMPLOYEES' PENSION PLAN$19.9M
    #001 · Traditional DB · 2025216
  • PEOPLES SECURITY BANK & TRUST CO. EMPLOYEE STOCK OWNERSHIP PLAN$6.0M
    #003 · ESOP · 2024428

Health & Benefits plans

2 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest 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
  • PEOPLES SECURITY BANK AND TRUST COMPANY GROUP HEALTH PLAN$1.2M
    #502 · Self-funded · OPTUM HEALTH (UNIMERICA INSURANCE COMPANY) · 2025402
  • PEOPLES SECURITY BANK & TRUST COMPANY GROUP BENEFITS PLAN$373K
    #503 · Fully insured · UNITED OF OMAHA LIFE INSURANCE COMPANY · 2025866
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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