Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.9M
- Life$120K
- Long-term disability$120K
- Other$120K
- Dental$113K
- Vision$23K
Sponsor portfolio
SUTTON BANK
EIN 34-4369660bankingLatest filing 2025
Plans
2
Retirement
1
$89.7M assets
Welfare
1
$2.2M premiums
Participants
446
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.2M premiums / 336 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- HCC LIFE INSURANCE COMPANY88%
- UNUM LIFE INSURANCE COMPANY OF AMERICA6%
- DELTA DENTAL OF CALIFORNIA5%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
100%top
- WILLIS TOWERS WATSON US LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SUTTON BANK EMPLOYEE STOCK OWNERSHIP & 401(K) PLAN
ESOP
Assets$89.7M
Participants237
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#509
SUTTON BANK EMPLOYEE BENEFITS PLAN
Fully Insured - HCC LIFE INSURANCE COMPANY
Premiums$2.2M
Covered lives336
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SUTTON BANK EMPLOYEE STOCK OWNERSHIP & 401(K) PLAN | ESOP | $89.7M | 237 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 509 | SUTTON BANK EMPLOYEE BENEFITS PLAN | Fully Insured | HCC LIFE INSURANCE COMPANY | $2.2M | 336 | 2025 |
Retirement plans
Welfare plans