Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.4M
- Dental$4.4M
- Prescription drug$4.4M
- Life$166K
- Short-term disability$166K
- Long-term disability$166K
- +1 more
Sponsor portfolioTH
NORTHERN BANK & TRUST COMPANY
EIN 04-2265819bankingLatest filing 2025
Plans
2
Retirement
1
$32.5M assets
Welfare
1
$4.5M premiums
Participants
561
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.5M premiums / 535 covered livesCarrier market share
Premium dollars by Schedule A carrier
96%top
- BLUE CROSS OF CALIFORNIA96%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA4%
Broker market share
Schedule A broker compensation
65%top
- HP PLANNING LLC65%
- ARISTA INVESTORS CORP35%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
NORTHERN BANK AND TRUST COMPANY 401(K) PLAN
401k
Assets$32.5M
Participants325
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
NORTHERN BANK & TRUST COMPANY HEALTH AND WELFARE PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.
Premiums$4.5M
Covered lives535
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | NORTHERN BANK AND TRUST COMPANY 401(K) PLAN | 401k | $32.5M | 325 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | NORTHERN BANK & TRUST COMPANY HEALTH AND WELFARE PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | $4.5M | 535 | 2025 |
Retirement plans
Welfare plans