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Sponsor portfolio

MARQUETTE SAVINGS BANK

EIN 25-0640196-banking-Latest filing 2025
Plans
2
Retirement
1
$30.6M assets
Welfare
1
$2.6M premiums
Participants
322
920 PEACH ST - ERIE, PA 16501814-455-4481marquettesavings.comLinkedIn51-200 employeesbanking
Plans on this EIN
2 filings
#002401k-$30.6M - 182 part#502Mixed-$2.6M - 206 lives

Benefits portfolio analytics

1 plan / $2.6M premiums / 206 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.5M
  • Prescription drug$2.5M
  • Life$100K
  • Other$100K
  • Long-term disability$85K
Total $2.6M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • UPMC HEALTH OPTIONS96%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY3%
  • BOSTON MUTUAL LIFE INSURANCE COMPANY1%
Total $2.6M3 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • ASSUREDPARTNERS95%
  • HUB INTERNATIONAL MIDWEST LIMITED3%
  • FNA INSURANCE SERVICES INC3%
Total $87K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

MARQUETTE SAVINGS BANK 401(K) PROFIT SHARING PLAN

401k

Assets$30.6M
Participants182
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

MARQUETTE SAVINGS BANK HEALTH AND WELFARE PLAN

Mixed - UPMC HEALTH OPTIONS

Premiums$2.6M
Covered lives206
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002MARQUETTE SAVINGS BANK 401(K) PROFIT SHARING PLAN401k$30.6M1822024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502MARQUETTE SAVINGS BANK HEALTH AND WELFARE PLANMixedUPMC HEALTH OPTIONS$2.6M2062025
Retirement plans
Welfare plans
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