PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. AMERISERV FINANCIAL
Sponsor portfolio

AMERISERV FINANCIAL

EIN 25-0851535-banking-Latest filing 2025
Plans
4
Retirement
2
$111.1M assets
Welfare
2
$4.7M premiums
Participants
1,589
MAIN AND FRANKLIN STREETS - JOHNSTOWN, PA 15901814-533-5397ameriserv.comLinkedIn201-500 employeesbanking
Plans on this EIN
4 filings
#001TraditionalDB-$62.5M - 215 part#002401k-$48.6M - 489 part#502Fully Insured-$4.6M - 392 lives#503Fully Insured-$140K - 493 lives

Retirement portfolio analytics

2 plans aggregated / $111.1M assets / 704 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • AMERISERV FINANCIAL PENSION (#001)56%
  • 401K PROFIT SHARING (#002)44%
Total $111.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401K PROFIT SHARING (#002)489
  • AMERISERV FINANCIAL PENSION (#001)215
Total 704Click row to drill in

Benefits portfolio analytics

2 plans / $4.7M premiums / 885 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.4M
  • Dental$152K
  • Life$107K
  • Other$107K
  • Long-term disability$33K
  • Vision$28K
Total $4.7M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • UPMC HEALTH OPTIONS93%
  • UNITED CONCORDIA INSURANCE COMPANY3%
  • AMERICAN FINANCIAL LIFE INSURANCE2%
  • AMERICAN UNITED LIFE INSURANCE COMPANY1%
  • HEARTLAND1%
Total $4.7M5 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

AMERISERV FINANCIAL PENSION PLAN

TraditionalDB

Assets$62.5M
Participants215
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

AMERISERV FINANCIAL 401K PROFIT SHARING

401k

Assets$48.6M
Participants489
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

AMERISERV FINANCIAL DENTAL / VISION/ MEDICAL PLANS

Fully Insured - UPMC HEALTH OPTIONS

Premiums$4.6M
Covered lives392
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

AMERISERV FINANCIAL LIFE INSURANCE

Fully Insured - AMERICAN FINANCIAL LIFE INSURANCE

Premiums$140K
Covered lives493
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001AMERISERV FINANCIAL PENSION PLANTraditionalDB$62.5M2152024
002AMERISERV FINANCIAL 401K PROFIT SHARING401k$48.6M4892025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502AMERISERV FINANCIAL DENTAL / VISION/ MEDICAL PLANSFully InsuredUPMC HEALTH OPTIONS$4.6M3922025
503AMERISERV FINANCIAL LIFE INSURANCEFully InsuredAMERICAN FINANCIAL LIFE INSURANCE$140K4932025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica