Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$94K
- Short-term disability$94K
- Long-term disability$94K
- Other$94K
Sponsor portfolioTH
WATERFORD BANK, N.A.
EIN 11-3809585bankingLatest filing 2025
Plans
2
Retirement
1
$21.4M assets
Welfare
1
$94K premiums
Participants
237
3900 NORTH MCCORD ROAD - TOLEDO, OH 43617419-720-3910waterfordbankna.comLinkedIn51-200 employeesbanking
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $94K premiums / 103 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- PRINCIPAL LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
72%top
- HYLANT GROUP INC72%
- CENTRO BENEFITS RESEARCH LLC28%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WATERFORD BANK RETIREMENT SAVINGS PLAN
401k
Assets$21.4M
Participants134
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WATERFORD BANK, N.A. EMPLOYEE BENEFITS PLAN
Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY
Premiums$94K
Covered lives103
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WATERFORD BANK RETIREMENT SAVINGS PLAN | 401k | $21.4M | 134 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WATERFORD BANK, N.A. EMPLOYEE BENEFITS PLAN | Fully Insured | PRINCIPAL LIFE INSURANCE COMPANY | $94K | 103 | 2025 |
Retirement plans
Welfare plans