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Sponsor portfolioTH

JONESTOWN BANK AND TRUST COMPANY

EIN 23-0739565-banking-Latest filing 2025
Plans
3
Retirement
1
$3.6M assets
Welfare
2
$794K premiums
Participants
301
2 W MARKET STREET, PO BOX 717 - JONESTOWN, PA 170380717717-865-4246jbt.bankLinkedIn51-200 employeesbanking
Plans on this EIN
3 filings
#001TraditionalDB-$3.6M - 46 part#501Self Funded-$656K - 112 lives#503Fully Insured-$138K - 143 lives

Benefits portfolio analytics

2 plans / $794K premiums / 255 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$656K
  • Dental$66K
  • Vision$66K
  • Life$33K
  • Other$33K
  • Short-term disability$23K
  • +1 more
Total $794K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
59%top
  • UNIMERICA INSURANCE COMPANY59%
  • HCC LIFE INSURANCE COMPANY24%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY9%
  • CAPITAL ADVANTAGE ASSURANCE COMPANY8%
Total $794K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • VARNEY & COMPANY BENEFITS ADVISORS100%
Total $13K1 slice

Plan deep-dives

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

JONESTOWN BANK AND TRUST COMPANY PENSION PLAN

TraditionalDB

Assets$3.6M
Participants46
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501

JONESTOWN BANK & TRUST COMPANY OF JONESTOWN PENNSYLVANIA MEDICAL PLAN

Self Funded - UNIMERICA INSURANCE COMPANY

Premiums$656K
Covered lives112
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

JONESTOWN BANK AND TRUST COMPANY OF JONESTOWN PENNSYLVANIA EMPLOYEE BENEFITS PLAN

Fully Insured - CAPITAL ADVANTAGE ASSURANCE COMPANY

Premiums$138K
Covered lives143
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001JONESTOWN BANK AND TRUST COMPANY PENSION PLANTraditionalDB$3.6M462025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JONESTOWN BANK & TRUST COMPANY OF JONESTOWN PENNSYLVANIA MEDICAL PLANSelf FundedUNIMERICA INSURANCE COMPANY$656K1122025
503JONESTOWN BANK AND TRUST COMPANY OF JONESTOWN PENNSYLVANIA EMPLOYEE BENEFITS PLANFully InsuredCAPITAL ADVANTAGE ASSURANCE COMPANY$138K1432025
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