Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
PIONEER BANK
EIN 85-0065555bankingLatest filing 2024
Plans
5
Retirement
2
$16.2M assets
Welfare
3
$1.5M premiums
Participants
879
Retirement portfolio analytics
2 plans aggregated / $16.2M assets / 481 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
58%top
- (Not disclosed)58%
- MATRIX TRUST COMPANY42%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
3 plans / $1.5M premiums / 288 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.4M
- Dental$39K
- Life$18K
- Other$18K
- Long-term disability$16K
- Vision$9K
Carrier market share
Premium dollars by Schedule A carrier
95%top
- BLUE CROSS OF CALIFORNIA95%
- DELTA DENTAL OF CALIFORNIA3%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY2%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
100%top
- MARLIN D WELLS100%
- AON CONSULTING INC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#005
PIONEER BANK EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$9.5M
Participants215
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
PIONEER BANK 401(K) PLAN
401k
Assets$6.8M
Participants266
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
PIONEER BANK MEDICAL, DENTAL AND VISION PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF NEW MEXICO
Premiums$1.5M
Covered lives129
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
PIONEER BANK LIFE AND DISABILITY PLAN
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$35K
Covered lives159
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
PIONEER BANK HEALTH REIMBURSEMENT ARRANGEMENT
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 005 | PIONEER BANK EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $9.5M | 215 | 2024 | |
| 004 | PIONEER BANK 401(K) PLAN | 401k | $6.8M | 266 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | PIONEER BANK MEDICAL, DENTAL AND VISION PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF NEW MEXICO | $1.5M | 129 | 2024 | |
| 501 | PIONEER BANK LIFE AND DISABILITY PLAN | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $35K | 159 | 2024 | |
| 504 | PIONEER BANK HEALTH REIMBURSEMENT ARRANGEMENT | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans