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Sponsor portfolioWelfare / HealthEIN 04-1946610

COUNTRY BANK FOR SAVINGS

15 SOUTH STREET · WARE, MA 01082
8003228233
Plans filed
2
Years active
2015–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$2.7M
No prior year
Persons covered
260
No prior year
Total participants
262
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$2.7M
COUNTRY BANK HEALTH & WELFARE PLAN
Fully insured260 covered·3 carriers
Primary: HARVARD PILGRIM HEALTH CARE
Plan #504$2.2M
COUNTRY BANK FOR SAVINGS GROUP INSURANCE PLAN
Fully insured205 covered·3 carriers
Primary: TUFTS ASSOCIATED HEALTH MAINTENANCE ORG., INC.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.6M95.9%
Life$35K1.3%
Other$35K1.3%
Long-term disability$33K1.2%
Short-term disability$11K0.4%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
HARVARD PILGRIM HEALTH CARE
EIN 043149694
H
$2.6M97.1%12260
RELIANCE STANDARD LIFE INSURANCE COMPANY
EIN 360883760
LSTDLTDOth
$79K2.9%13227

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HP PLANNING LLCNORWALK, CTHPHC INSURANCE COMPANY, HARVARD PILGRIM HEALTH CARE$48K$10K$58K86.0%1
HP PLANNING, LLC DBA AISLING PARTNEDARTMOUTH, MARELIANCE STANDARD LIFE INSURANCE COMPANY$7K$877$8K11.6%1
GCG FINANCIAL LLCDEERFEILD, ILRELIANCE STANDARD LIFE INSURANCE COMPANY$0$2K$2K2.4%1

History & trajectory

11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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