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Sponsor portfolioTH

CLEAR MOUNTAIN BANK

EIN 55-0131840-banking-Latest filing 2025
Plans
3
Retirement
2
$20.2M assets
Welfare
1
$138K premiums
Participants
370
PO BOX 205 - BRUCETON MILLS, WV 26525304-379-2111clearmountainbank.comLinkedIn51-200 employeesbanking
Plans on this EIN
3 filings
#002401k-$18.9M - 196 part#001TraditionalDB-$1.3M - 20 part#501Mixed-$138K - 148 lives

Retirement portfolio analytics

2 plans aggregated / $20.2M assets / 216 participants

Assets by plan

Share of aggregate retirement assets

93%top
  • BANK, INC. 401(K) (#002)93%
  • DEFINED BENEFIT PENSION (#001)7%
Total $20.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BANK, INC. 401(K) (#002)196
  • DEFINED BENEFIT PENSION (#001)20
Total 216Click row to drill in

Benefits portfolio analytics

1 plan / $138K premiums / 148 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$124K
  • Life$97K
  • Short-term disability$97K
  • Long-term disability$97K
  • Vision$15K
Total $138K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • SYMETRA LIFE INSURANCE COMPANY82%
  • VISION SERVICE PLAN11%
  • SUN LIFE ASSURANCE COMPANY OF CANADA7%
Total $138K3 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • HUB INTERNATIONAL MIDWEST LIMITED94%
  • WATCHTOWER TECHNOLOGIES INC6%
Total $25K2 slices

Plan deep-dives

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

CLEAR MOUNTAIN BANK, INC. 401(K) PLAN

401k

Assets$18.9M
Participants196
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

CLEAR MOUNTAIN BANK DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$1.3M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CLEAR MOUNTAIN BANK HEALTH AND WELFARE BENEFITS

Mixed - SYMETRA LIFE INSURANCE COMPANY

Premiums$138K
Covered lives148
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CLEAR MOUNTAIN BANK, INC. 401(K) PLAN401k$18.9M1962025
001CLEAR MOUNTAIN BANK DEFINED BENEFIT PENSION PLANTraditionalDB$1.3M202025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CLEAR MOUNTAIN BANK HEALTH AND WELFARE BENEFITSMixedSYMETRA LIFE INSURANCE COMPANY$138K1482025
Retirement plans
Welfare plans
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