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Original filing (PDF)20250819103608NAL0001098979001
PEOPLES SECURITY BANK & TRUST COMPANY
Form 5500
FILING_RECEIVED
PEOPLES SECURITY BANK AND TRUST COMPANY GROUP HEALTH PLAN
Health & welfare plan
Signals · 2
~8515 bps in Sched C feesNo recordkeeper disclosed
Active participants
391
Accounts w/ balance
—
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.3M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 8515 bps in Schedule C fees — 16276% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PEOPLES SECURITY BANK & TRUST COMPANY.
Plan sponsor
Name
PEOPLES SECURITY BANK & TRUST COMPANY
EIN
24-0603570
Address
150 N. WASHINGTON AVENUE · SCRANTON, PA · 18503
Phone
(570) 346-7741
Industry
Commercial Banking· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
502
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-19
Welfare benefit codes
4A · Health (other than dental or vision)
4Q · Other
Audit & trust (Schedule H)
Auditor
YOUNG, OAKS, BROWN & CO., P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNIMERICA INSURANCE COMPANY | — | EDEN PRARIE, MN | NONE | $995K | — |
| BSI CORPORATE BENEFITS, LLC | — | BETHLEHEM, PA | NONE | $103K | — |
| L. R. WEBBER ASSOCIATES, INC. | 25-1301205 | — | NONE | $69K | — |
| THE BENECON GROUP, INC. | 23-1315351 | — | NONE | $51K | — |
| PBASC | 26-3958502 | — | NONE | $13K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.