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Sponsor portfolio

INFIRST BANK

EIN 25-0567090-financial services-Latest filing 2025
Plans
3
Retirement
1
$11.5M assets
Welfare
2
$106K premiums
Participants
344
935 PHILADELPHIA ST - INDIANA, PA 15701724-349-2812infirstbank.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
3 filings
#002401k-$11.5M - 133 part#501Fully Insured-$106K - 108 lives#502Self Funded-0 lives

Benefits portfolio analytics

2 plans / $106K premiums / 108 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$66K
  • Vision$66K
  • Life$22K
  • Other$22K
  • Long-term disability$18K
Total $106K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
62%top
  • UPMC HEALTH OPTIONS62%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY38%
Total $106K2 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • VARNEY & COMPANY BENEFITS ADVISORS98%
  • LEAVITT GROUP2%
Total $11K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

INFIRST BANK 401(K) PROFIT SHARING PLAN

401k

Assets$11.5M
Participants133
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501

INFIRST BANK GROUP BENEFIT PLAN

Fully Insured - UPMC HEALTH BENEFITS

Premiums$106K
Covered lives108
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Welfare#502

INFIRST BANK GROUP HEALTH PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002INFIRST BANK 401(K) PROFIT SHARING PLAN401k$11.5M1332024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501INFIRST BANK GROUP BENEFIT PLANFully InsuredUPMC HEALTH BENEFITS$106K1082025
502INFIRST BANK GROUP HEALTH PLANSelf Funded-$002025
Retirement plans
Welfare plans
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