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Sponsor portfolioTH

MERCHANTS & MARINE BANK

EIN 64-6016232-banking-Latest filing 2025
Plans
3
Retirement
2
$23.8M assets
Welfare
1
$275K premiums
Participants
658
3118 PASCAGOULA STREET - PASCAGOULA, MS 39567228-762-3311mandmbank.comLinkedIn51-200 employeesbanking
Plans on this EIN
3 filings
#001TraditionalDB-$12.8M - 174 part#002401k-$11.0M - 281 part#502Fully Insured-$275K - 203 lives

Retirement portfolio analytics

2 plans aggregated / $23.8M assets / 455 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • MARINE BANK PENSION (#001)54%
  • (K) RETIREMENT PLAN (#002)46%
Total $23.8MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
54%top
  • PENTEGRA SERVICES, INC.54%
  • (Not disclosed)46%
Total $23.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • (K) RETIREMENT PLAN (#002)281
  • MARINE BANK PENSION (#001)174
Total 455Click row to drill in

Benefits portfolio analytics

1 plan / $275K premiums / 203 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$87K
  • Other$57K
  • Short-term disability$38K
  • Life$38K
  • Long-term disability$35K
  • Vision$21K
Total $275K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA100%
Total $275K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKHARD WILLIAMS INSURANCE100%
Total $40K1 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

MERCHANTS & MARINE BANK PENSION PLAN

TraditionalDB

Assets$12.8M
Participants174
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MERCHANTS & MARINE BANK 401 (K) RETIREMENT PLAN

401k

Assets$11.0M
Participants281
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

MERCHANTS & MARINE BANK LONG-TERM DISABILITY PLAN

Fully Insured - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA

Premiums$275K
Covered lives203
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MERCHANTS & MARINE BANK PENSION PLANTraditionalDB$12.8M1742025
002MERCHANTS & MARINE BANK 401 (K) RETIREMENT PLAN401k$11.0M2812024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502MERCHANTS & MARINE BANK LONG-TERM DISABILITY PLANFully InsuredEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA$275K2032025
Retirement plans
Welfare plans
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