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Sponsor portfolio

THE NORTH SIDE BANK & TRUST CO.

EIN 31-0393100-financial services-Latest filing 2025
Plans
3
Retirement
1
$18.4M assets
Welfare
2
$72K premiums
Participants
338
4125 HAMILTON AVENUE - CINCINNATI, OH 452232246513-542-7800nsbt.netLinkedIn51-200 employeesfinancial services
Plans on this EIN
3 filings
#002401k-$18.4M - 132 part#502Fully Insured-$40K - 104 lives#503Fully Insured-$32K - 102 lives

Benefits portfolio analytics

2 plans / $72K premiums / 206 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$40K
  • Long-term disability$40K
  • Other$40K
  • Short-term disability$32K
Total $72K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA56%
  • PRINCIPAL LIFE INSURANCE COMPANY44%
Total $72K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • CAI INSURANCE AGENCY INC100%
Total $8K1 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

NSB PROFIT SHARING 401(K) PLAN

401k

Assets$18.4M
Participants132
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

THE NORTH SIDE BANK & TRUST CO. WELFARE PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$40K
Covered lives104
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

THE NORTH SIDE BANK & TRUST CO. SHORT TERM DISABILITY

Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$32K
Covered lives102
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002NSB PROFIT SHARING 401(K) PLAN401k$18.4M1322024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502THE NORTH SIDE BANK & TRUST CO. WELFARE PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$40K1042025
503THE NORTH SIDE BANK & TRUST CO. SHORT TERM DISABILITYFully InsuredPRINCIPAL LIFE INSURANCE COMPANY$32K1022025
Retirement plans
Welfare plans
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