Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$56K
- Other$43K
- Life$27K
- Long-term disability$21K
- Vision$14K
Sponsor portfolioTH
TRADITIONS BANK
EIN 03-0454928Finance and InsuranceLatest filing 2024
Plans
4
Retirement
1
$19.4M assets
Welfare
3
$135K premiums
Participants
500
226 PAULINE DRIVE - YORK, PA 174020136717-747-2630
Benefits portfolio analytics
3 plans / $135K premiums / 233 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY90%
- BLUE CROSS OF CALIFORNIA10%
Broker market share
Schedule A broker compensation
96%top
- AP BENEFIT ADVISORS, LLC96%
- VARNEY & COMPANY BENEFITS ADVISORS4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
TRADITIONS BANK RETIREMENT PLAN
401k
Assets$19.4M
Participants159
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
TRADITIONS BANK
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$121K
Covered lives134
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
TRADITIONS BANK GROUP INSURANCE PLAN
Fully Insured - HIGHMARK INC
Premiums$14K
Covered lives99
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
TRADITIONS BANK GROUP HEALTH PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TRADITIONS BANK RETIREMENT PLAN | 401k | $19.4M | 159 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | TRADITIONS BANK | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $121K | 134 | 2024 | |
| 503 | TRADITIONS BANK GROUP INSURANCE PLAN | Fully Insured | HIGHMARK INC | $14K | 99 | 2024 | |
| 501 | TRADITIONS BANK GROUP HEALTH PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans