PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. MIDDLESEX SAVINGS BANK
Sponsor portfolio

MIDDLESEX SAVINGS BANK

EIN 27-0402195-banking-Latest filing 2024
Plans
3
Retirement
2
$273.3M assets
Welfare
1
$354K premiums
Participants
1,988
6 MAIN STREET - NATICK, MA 01760508-563-0300middlesexbank.comLinkedIn501-1000 employeesbanking
Plans on this EIN
3 filings
#001TraditionalDB-$169.5M - 765 part#002401k-$103.7M - 693 part#510Mixed-$354K - 747 lives

Retirement portfolio analytics

2 plans aggregated / $273.3M assets / 1,458 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • MIDDLESEX SAVINGS BANK (#001)62%
  • MIDDLESEX SAVINGS BANK (#002)38%
Total $273.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MIDDLESEX SAVINGS BANK (#001)765
  • MIDDLESEX SAVINGS BANK (#002)693
Total 1,458Click row to drill in

Benefits portfolio analytics

1 plan / $354K premiums / 747 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$354K
  • Short-term disability$354K
  • Long-term disability$354K
  • Other$354K
Total $354K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA100%
Total $354K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • IMA, INC.100%
Total $73K1 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

SBERA PENSION PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK

TraditionalDB

Assets$169.5M
Participants765
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SBERA 401(K) PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK

401k

Assets$103.7M
Participants693
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

MIDDLESEX SAVINGS BANK EMPLOYEE BENEFIT PLAN

Mixed - PRUDENTIAL LIFE INSURANCE COMPANY OF AMERICA

Premiums$354K
Covered lives747
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SBERA PENSION PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANKTraditionalDB$169.5M7652024
002SBERA 401(K) PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK401k$103.7M6932024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510MIDDLESEX SAVINGS BANK EMPLOYEE BENEFIT PLANMixedPRUDENTIAL LIFE INSURANCE COMPANY OF AMERICA$354K7472024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, 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
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica