PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. NORTH EASTON SAVINGS BANK
Sponsor portfolioTH

NORTH EASTON SAVINGS BANK

EIN 99-0481036-banking-Latest filing 2025
Plans
5
Retirement
2
$26.8M assets
Welfare
3
$2.1M premiums
Participants
445
20 EASTMAN STREET - SOUTH EASTON, MA 02375508-238-2007northeastonsavingsbank.comLinkedIn51-200 employeesbanking
Plans on this EIN
5 filings
#004401k-$18.3M - 192 part#001TraditionalDB-$8.5M - 77 part#501Fully Insured-$2.0M - 286 lives#502Fully Insured-$116K - 276 lives#503Fully Insured-$15K - 101 lives

Retirement portfolio analytics

2 plans aggregated / $26.8M assets / 269 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • 401(K) MATCHING PLAN (#004)68%
  • SAVINGS BANK PENSION (#001)32%
Total $26.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) MATCHING PLAN (#004)192
  • SAVINGS BANK PENSION (#001)77
Total 269Click row to drill in

Benefits portfolio analytics

3 plans / $2.1M premiums / 663 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Prescription drug$1.7M
  • Dental$126K
  • Life$100K
  • Long-term disability$100K
  • Other$100K
  • +1 more
Total $2.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • HARVARD PILGRIM HEALTH CARE88%
  • DELTA DENTAL OF CALIFORNIA6%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY5%
  • VISION SERVICE PLAN1%
Total $2.0M4 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • GALLAGHER BENEFIT SERVICES, INC.90%
  • USI INSURANCE SERVICES LLC7%
  • MASS FNCL SVCS INS AGCY INC2%
Total $52K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

NORTH EASTON SAVINGS BANK 401(K) MATCHING PLAN

401k

Assets$18.3M
Participants192
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

NORTH EASTON SAVINGS BANK PENSION PLAN

TraditionalDB

Assets$8.5M
Participants77
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NORTH EASTON SAVINGS BANK HEALTH AND WELFARE PLAN

Fully Insured - HARVARD PILGRIM HEALTH CARE

Premiums$2.0M
Covered lives286
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

NORTH EASTON SAVINGS BANK DENTAL PLAN

Fully Insured - ALTUS DENTAL INSURANCE COMPANY, INC.

Premiums$116K
Covered lives276
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

NORTH EASTON SAVINGS BANK VISION PLAN

Fully Insured - VISION SERVICE PLAN

Premiums$15K
Covered lives101
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004NORTH EASTON SAVINGS BANK 401(K) MATCHING PLAN401k$18.3M1922024
001NORTH EASTON SAVINGS BANK PENSION PLANTraditionalDB$8.5M772024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NORTH EASTON SAVINGS BANK HEALTH AND WELFARE PLANFully InsuredHARVARD PILGRIM HEALTH CARE$2.0M2862025
502NORTH EASTON SAVINGS BANK DENTAL PLANFully InsuredALTUS DENTAL INSURANCE COMPANY, INC.$116K2762024
503NORTH EASTON SAVINGS BANK VISION PLANFully InsuredVISION SERVICE PLAN$15K1012024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica