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Sponsor portfolio

PROVIDENCE BANK & TRUST

EIN 20-0241351-banking-Latest filing 2025
Plans
2
Retirement
1
$25.1M assets
Welfare
1
$2.9M premiums
Participants
403
630 EAST 162ND STREET - SOUTH HOLLAND, IL 60473708-333-0700providencebank.comLinkedIn51-200 employeesbanking
Plans on this EIN
2 filings
#001401k-$25.1M - 211 part#501Mixed-$2.9M - 245 lives

Benefits portfolio analytics

1 plan / $2.9M premiums / 245 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.6M
  • Other$263K
  • Dental$251K
  • Life$251K
  • Long-term disability$251K
  • Vision$15K
Total $2.9M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BLUE CROSS OF CALIFORNIA90%
  • SUN LIFE ASSURANCE COMPANY OF CANADA9%
  • EYEMED VISION CARE1%
  • DEARBORN LIFE INSURANCE COMPANY0%
Total $2.9M4 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • THE HORTON GROUP92%
  • CENTRO BENEFITS RESEARCH LLC8%
  • WATCHTOWER BENEFITS, LLC0%
Total $167K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PROVIDENCE BANK RETIREMENT PLAN

401k

Assets$25.1M
Participants211
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PROVIDENCE BANK & TRUST WELFARE BENEFIT PLAN

Mixed - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$2.9M
Covered lives245
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PROVIDENCE BANK RETIREMENT PLAN401k$25.1M2112024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PROVIDENCE BANK & TRUST WELFARE BENEFIT PLANMixedBLUECROSS BLUESHIELD OF ILLINOIS$2.9M2452025
Retirement plans
Welfare plans
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