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Sponsor portfolioTH

FIRSTRUST BANK

EIN 23-0970971-Latest filing 2025
Plans
2
Retirement
1
$83.5M assets
Welfare
1
$701K premiums
Participants
1,140
HUMAN RESOURCES DEPT, ONE WALNUT GROVE DRIVE - HORSHAM, PA 19044215-728-8281
Plans on this EIN
2 filings
#001401k-$83.5M - 614 part#504Fully Insured-$701K - 677 lives

Benefits portfolio analytics

1 plan / $701K premiums / 677 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$245K
  • Other$225K
  • Life$136K
  • Short-term disability$118K
  • Long-term disability$68K
  • Health$61K
  • +1 more
Total $701K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY56%
  • DELTA DENTAL OF CALIFORNIA35%
  • EYEMED VISION CARE7%
  • ALLONE HEALTH2%
  • COUNTRYWIDE ENTERPRISES, INC.1%
  • +1 more
Total $701K6 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • CONNER STRONG & BUCKELEW100%
Total $42K1 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

FIRSTRUST 401(K) AND PROFIT SHARING PLAN

401k

Assets$83.5M
Participants614
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

FIRSTRUST BANK HEALTH AND WELFARE PLAN

Fully Insured - DELTA DENTAL OF PENNSYLVANIA

Premiums$701K
Covered lives677
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FIRSTRUST 401(K) AND PROFIT SHARING PLAN401k$83.5M6142024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504FIRSTRUST BANK HEALTH AND WELFARE PLANFully InsuredDELTA DENTAL OF PENNSYLVANIA$701K6772025
Retirement plans
Welfare plans
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