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Sponsor portfolio

FIRST COMMERCE BANK

EIN 20-3528237-banking-Latest filing 2025
Plans
2
Retirement
1
$4.2M assets
Welfare
1
$3.3M premiums
Participants
332
1700 AVENUE OF THE STATES, SUITE 301 - LAKEWOOD, NJ 08701732-364-0032firstcommercebk.comLinkedIn51-200 employeesbanking
Plans on this EIN
2 filings
#001401k-$4.2M - 168 part#501Mixed-$3.3M - 229 lives

Benefits portfolio analytics

1 plan / $3.3M premiums / 229 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.5M
  • Prescription drug$562K
  • Long-term disability$128K
  • Other$128K
  • Dental$123K
  • Vision$17K
Total $3.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • HORIZON HEALTHCARE SERVICES, INC.92%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA4%
  • DELTA DENTAL OF CALIFORNIA4%
  • VISION SERVICE PLAN1%
Total $3.3M4 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • BANKERS COOPERATIVE GROUP, INC.95%
  • JAMES R NELLIGAN & ASSOCIATES LLC5%
  • CENTERSTONE INSURANCE AND FINANCIAL1%
  • FOREST FINANCIAL GROUP INC0%
Total $125K4 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

FIRST COMMERCE BANK 401(K) PLAN

401k

Assets$4.2M
Participants168
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE FIRST COMMERCE BANK HEALTH & WELFARE BENEFIT PLAN

Mixed - HORIZON HEALTHCARE SERVICES, INC

Premiums$3.3M
Covered lives229
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FIRST COMMERCE BANK 401(K) PLAN401k$4.2M1682024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE FIRST COMMERCE BANK HEALTH & WELFARE BENEFIT PLANMixedHORIZON HEALTHCARE SERVICES, INC$3.3M2292025
Retirement plans
Welfare plans
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