Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$39K
- Dental$38K
- Vision$38K
- Life$35K
- Long-term disability$29K
- Short-term disability$4K
Sponsor portfolio
NORTHUMBERLAND NATIONAL BANK
EIN 24-0677265bankingLatest filing 2025
Plans
3
Retirement
1
$8.8M assets
Welfare
2
$110K premiums
Participants
137
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $110K premiums / 117 covered livesCarrier market share
Premium dollars by Schedule A carrier
65%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY65%
- BLUE CROSS OF CALIFORNIA35%
Broker market share
Schedule A broker compensation
97%top
- VARNEY & COMPANY BENEFITS ADVISORS97%
- LEAVITT GROUP3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
THE NORTHUMBERLAND NATIONAL BANK 401(K) PLAN
401k
Assets$8.8M
Participants137
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
NORTHUMBERLAND NATIONAL BANK GROUP INSURANCE PLAN
Fully Insured - HIGHMARK, INC.
Premiums$110K
Covered lives117
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
NORTHUMBERLAND NATIONAL BANK EMPLOYEE BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | THE NORTHUMBERLAND NATIONAL BANK 401(K) PLAN | 401k | $8.8M | 137 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | NORTHUMBERLAND NATIONAL BANK GROUP INSURANCE PLAN | Fully Insured | HIGHMARK, INC. | $110K | 117 | 2025 | |
| 501 | NORTHUMBERLAND NATIONAL BANK EMPLOYEE BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans