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Sponsor portfolioTH

BAY-VANGUARD FEDERAL SAVINGS BANK

EIN 52-0390295-Finance and Insurance-Latest filing 2025
Plans
3
Retirement
2
$22.9M assets
Welfare
1
$830K premiums
Participants
352
7114 NORTH POINT ROAD - BALTIMORE, MD 21219410-477-5000
Plans on this EIN
3 filings
#002ESOP-$15.5M - 137 part#001401k-$7.4M - 113 part#501Fully Insured-$830K - 102 lives

Retirement portfolio analytics

2 plans aggregated / $22.9M assets / 250 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • EMPLOYEE STOCK OWNERSHIP (#002)68%
  • PROFIT SHARING PLAN (#001)32%
Total $22.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)137
  • PROFIT SHARING PLAN (#001)113
Total 250Click row to drill in

Benefits portfolio analytics

1 plan / $830K premiums / 102 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$756K
  • Dental$756K
  • Vision$756K
  • Prescription drug$756K
  • Life$74K
  • Short-term disability$74K
  • +2 more
Total $830K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • SUN LIFE ASSURANCE COMPANY OF CANADA9%
Total $830K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • AP BENEFIT ADVISORS, LLC100%
Total $60K1 slice

Plan deep-dives

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

BAY-VANGUARD FEDERAL SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$15.5M
Participants137
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

BAY-VANGUARD FEDERAL SAVINGS BANK 401(K) PROFIT SHARING PLAN

401k

Assets$7.4M
Participants113
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BAYVANGUARD BANK HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - CAREFIRST OF MARYLAND, INC.

Premiums$830K
Covered lives102
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BAY-VANGUARD FEDERAL SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLANESOP$15.5M1372025
001BAY-VANGUARD FEDERAL SAVINGS BANK 401(K) PROFIT SHARING PLAN401k$7.4M1132025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BAYVANGUARD BANK HEALTH AND WELFARE BENEFIT PLANFully InsuredCAREFIRST OF MARYLAND, INC.$830K1022025
Retirement plans
Welfare plans
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