Assets by plan
Share of aggregate retirement assets
- BANK, INC. 401(K) (#002)$18.9M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $20.2M assets / 216 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $138K premiums / 148 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Traditional DB
Mixed - SYMETRA LIFE INSURANCE COMPANY
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | CLEAR MOUNTAIN BANK, INC. 401(K) PLAN | 401(k) | $18.9M | 196 | 2025 |
| #001 | CLEAR MOUNTAIN BANK DEFINED BENEFIT PENSION PLAN | Traditional DB | $1.3M | 20 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | CLEAR MOUNTAIN BANK HEALTH AND WELFARE BENEFITS | Mixed | SYMETRA LIFE INSURANCE COMPANY | $138K | 148 | 2025 |