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Sponsor portfolioTH

FIRST NATIONAL BANK

EIN 01-0067810-banking-Latest filing 2024
Plans
2
Retirement
1
$46.5M assets
Welfare
1
$3.8M premiums
Participants
638
223 MAIN STREET - DAMARISCOTTA, ME 04543207-563-3195thefirst.comLinkedIn201-500 employeesbanking
Plans on this EIN
2 filings
#002401k-$46.5M - 343 part#501Fully Insured-$3.8M - 298 lives

Benefits portfolio analytics

1 plan / $3.8M premiums / 298 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.4M
  • Vision$3.4M
  • Life$223K
  • Short-term disability$223K
  • Long-term disability$223K
  • Other$223K
  • +1 more
Total $3.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • HARVARD PILGRIM HEALTH CARE91%
  • STANDARD INSURANCE COMPANY4%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY3%
  • ANTHEM LIFE INSURANCE COMPANY2%
Total $3.8M4 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • CROSS INSURANCE95%
  • CROSS BENEFIT SOLUTIONS5%
Total $88K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

FIRST NATIONAL BANK SAVINGS AND INVESTMENT PLAN

401k

Assets$46.5M
Participants343
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FIRST NATIONAL BANK WELFARE BENEFIT PLAN

Fully Insured - HPHC INSURANCE COMPANY

Premiums$3.8M
Covered lives298
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002FIRST NATIONAL BANK SAVINGS AND INVESTMENT PLAN401k$46.5M3432024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FIRST NATIONAL BANK WELFARE BENEFIT PLANFully InsuredHPHC INSURANCE COMPANY$3.8M2982024
Retirement plans
Welfare plans
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