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Sponsor portfolioTH

SOMERSET TRUST COMPANY

EIN 25-0807970-banking-Latest filing 2025
Plans
3
Retirement
2
$51.4M assets
Welfare
1
$176K premiums
Participants
1,535
151 W. MAIN STREET, P.O. BOX 777 - SOMERSET, PA 15501814-443-9200somersettrust.comLinkedIn201-500 employeesbanking
Plans on this EIN
3 filings
#001401k-$42.1M - 582 part#003ESOP-$9.4M - 558 part#504Mixed-$176K - 685 lives

Retirement portfolio analytics

2 plans aggregated / $51.4M assets / 1,140 participants

Assets by plan

Share of aggregate retirement assets

82%top
  • PROFIT SHARING PLAN (#001)82%
  • EMPLOYEE STOCK OWNERSHIP (#003)18%
Total $51.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)582
  • EMPLOYEE STOCK OWNERSHIP (#003)558
Total 1,140Click row to drill in

Benefits portfolio analytics

1 plan / $176K premiums / 685 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$136K
  • Long-term disability$136K
  • Other$136K
  • Vision$40K
Total $176K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
77%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA77%
  • UPMC HEALTH OPTIONS23%
Total $176K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • CBIZ BENEFITS & INSURANCE SERVICES100%
Total $11K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SOMERSET TRUST COMPANY 401(K) PROFIT SHARING PLAN

401k

Assets$42.1M
Participants582
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

SOMERSET TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$9.4M
Participants558
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

SOMERSET TRUST COMPANY HEALTH AND WELFARE BENEFITS PLAN

Mixed - AMERICA UNITED LIFE INSURANCE COMPANY

Premiums$176K
Covered lives685
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SOMERSET TRUST COMPANY 401(K) PROFIT SHARING PLAN401k$42.1M5822024
003SOMERSET TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLANESOP$9.4M5582024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504SOMERSET TRUST COMPANY HEALTH AND WELFARE BENEFITS PLANMixedAMERICA UNITED LIFE INSURANCE COMPANY$176K6852025
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