PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. MERCHANTS BANK NATIONAL ASSOCIATION
Sponsor portfolio

MERCHANTS BANK NATIONAL ASSOCIATION

EIN 31-0373340-banking-Latest filing 2025
Plans
4
Retirement
1
$23.0M assets
Welfare
3
$1.7M premiums
Participants
360
100 NORTH HIGH STREET - HILLSBORO, OH 45133937-393-1993merchantsnat.comLinkedIn51-200 employeesbanking
Plans on this EIN
4 filings
#002401k-$23.0M - 194 part#503Fully Insured-$1.6M - 217 lives#502Fully Insured-$17K - 161 lives#501Fully Insured-$7K - 38 lives

Benefits portfolio analytics

3 plans / $1.7M premiums / 416 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Prescription drug$1.5M
  • Life$86K
  • Short-term disability$86K
  • Long-term disability$86K
  • Other$86K
  • +2 more
Total $1.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • MEDICAL MUTUAL89%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY5%
  • DELTA DENTAL OF CALIFORNIA4%
  • VISION SERVICE PLAN1%
Total $1.6M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $31K1 slice

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 MERCHANTS NATIONAL BANK PROFIT SHARING AND 401(K) SAVINGS PLAN

401k

Assets$23.0M
Participants194
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

MERCHANTS BANK, NATIONAL ASSOCIATION HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - MEDICAL MUTUAL OF OHIO

Premiums$1.6M
Covered lives217
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

MERCHANTS NATIONAL BANK LTD PLAN

Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$17K
Covered lives161
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

MERCHANTS NATIONAL BANK BASIC LIFE

Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$7K
Covered lives38
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002THE MERCHANTS NATIONAL BANK PROFIT SHARING AND 401(K) SAVINGS PLAN401k$23.0M1942024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
503MERCHANTS BANK, NATIONAL ASSOCIATION HEALTH AND WELFARE BENEFIT PLANFully InsuredMEDICAL MUTUAL OF OHIO$1.6M2172025
502MERCHANTS NATIONAL BANK LTD PLANFully InsuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$17K1612024
501MERCHANTS NATIONAL BANK BASIC LIFEFully InsuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$7K382024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica