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Sponsor portfolio

INSTITUTION FOR SAVINGS IN NEWBURYPORT

EIN 92-1546128-banking-Latest filing 2025
Plans
3
Retirement
1
$71.7M assets
Welfare
2
Participants
635
93 STATE STREET - NEWBURYPORT, MA 01950978-462-3106institutionforsavings.comLinkedIn51-200 employeesbanking
Plans on this EIN
3 filings
#001TraditionalDB-$71.7M - 260 part#501Self Funded-0 lives#504Fully Insured-180 lives

Benefits portfolio analytics

2 plans / $0 premiums / 180 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Bundled
0%top
  • HARTFORD LIFE AND ACCIDENT0%
Total $01 slice

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Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

THE DEFINED BENEFIT PLAN OF THE INSTITUTION FOR SAVINGS IN NEWBURYPORT

TraditionalDB

Assets$71.7M
Participants260
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

INSTITUTION FOR SAVINGS VISION SERVICE PLAN 2025

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

INSTITUTION FOR SAVINGS GROUP TERM LIFE INSURANCE PLAN 2025

Fully Insured - HARTFORD

Premiums$0
Covered lives180
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE DEFINED BENEFIT PLAN OF THE INSTITUTION FOR SAVINGS IN NEWBURYPORTTraditionalDB$71.7M2602025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501INSTITUTION FOR SAVINGS VISION SERVICE PLAN 2025Self Funded-$002025
504INSTITUTION FOR SAVINGS GROUP TERM LIFE INSURANCE PLAN 2025Fully InsuredHARTFORD$01802025
Retirement plans
Welfare plans
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