Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $22.7M assets / 194 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $257K premiums / 72 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)
ESOP
Fully insured - PACE UNDERWRITERS
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | CROSS KEYS BANK EMPLOYEES PROFIT SHARING PLAN | 401(k) | $18.7M | 101 | 2025 |
| #002 | CROSS KEYS BANK EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $4.0M | 93 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | CROSS KEYS BANK EMPLOYEE BENEFIT PLAN & TRUST | Fully insured | PACE UNDERWRITERS | $257K | 72 | 2025 |