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Sponsor portfolio

HAMLIN BANK AND TRUST COMPANY

EIN 25-0532490-banking-Latest filing 2025
Plans
3
Retirement
2
$31.0M assets
Welfare
1
$33K premiums
Participants
442
333 WEST MAIN STREET, P.O. BOX 367 - SMETHPORT, PA 16749814-887-5555hamlinbank.comLinkedIn51-200 employeesbanking
Plans on this EIN
3 filings
#001TraditionalDB-$28.0M - 197 part#002401k-$3.0M - 105 part#592Fully Insured-$33K - 141 lives

Retirement portfolio analytics

2 plans aggregated / $31.0M assets / 302 participants

Assets by plan

Share of aggregate retirement assets

90%top
  • AND TRUST COMPANY (#001)90%
  • 401(K) RETIREMENT PLAN (#002)10%
Total $31.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AND TRUST COMPANY (#001)197
  • 401(K) RETIREMENT PLAN (#002)105
Total 302Click row to drill in

Benefits portfolio analytics

1 plan / $33K premiums / 141 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Total $33K1 slice

Broker market share

Schedule A broker compensation

Split broker
71%top
  • ASSUREDPARTNERS71%
  • SEUBERT & ASSOCIATES, INC.19%
  • PROFESSIONAL GROUP PLANS INC10%
Total $7K3 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

RETIREMENT PLAN FOR EMPLOYEES OF HAMLIN BANK AND TRUST COMPANY

TraditionalDB

Assets$28.0M
Participants197
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

HAMLIN BANK AND TRUST COMPANY 401(K) RETIREMENT PLAN

401k

Assets$3.0M
Participants105
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#592

BENEFIT SOURCE TRUST GROUP LIFE INS. PLAN - TRUST

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$33K
Covered lives141
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001RETIREMENT PLAN FOR EMPLOYEES OF HAMLIN BANK AND TRUST COMPANYTraditionalDB$28.0M1972024
002HAMLIN BANK AND TRUST COMPANY 401(K) RETIREMENT PLAN401k$3.0M1052025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
592BENEFIT SOURCE TRUST GROUP LIFE INS. PLAN - TRUSTFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$33K1412025
Retirement plans
Welfare plans
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