Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
PENNIAN BANK
EIN 23-0873877bankingLatest filing 2025
Plans
4
Retirement
2
$13.2M assets
Welfare
2
$110K premiums
Participants
528
2 N. MAIN STREET, PO BOX 96 - MIFFLINTOWN, PA 17059855-642-7974pennianbank.comLinkedIn51-200 employeesbanking
Retirement portfolio analytics
2 plans aggregated / $13.2M assets / 315 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $110K premiums / 116 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$55K
- Long-term disability$55K
- Other$55K
- Dental$51K
- Vision$4K
Carrier market share
Premium dollars by Schedule A carrier
50%top
- AMERICAN UNITED LIFE INSURANCE COMPANY50%
- UNITED CONCORDIA INSURANCE COMPANY46%
- LIFE INSURANCE COMPANY OF NORTH AMERICA4%
Broker market share
Schedule A broker compensation
99%top
- VARNEY & COMPANY BENEFITS ADVISORS99%
- LEAVITT GROUP1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PENNIAN BANK 401(K) PLAN
401k
Assets$11.3M
Participants152
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
PENNIAN BANK EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$1.9M
Participants163
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#502
PENNIAN BANK GROUP INSURANCE PLAN
Fully Insured - AMERICAN UNITED LIFE INSURANCE COMPANY
Premiums$110K
Covered lives116
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Welfare#501
PENNIAN BANK HEALTH BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PENNIAN BANK 401(K) PLAN | 401k | $11.3M | 152 | 2024 | |
| 002 | PENNIAN BANK EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $1.9M | 163 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | PENNIAN BANK GROUP INSURANCE PLAN | Fully Insured | AMERICAN UNITED LIFE INSURANCE COMPANY | $110K | 116 | 2025 | |
| 501 | PENNIAN BANK HEALTH BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans