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Sponsor portfolioTH

BANK OF BIRD-IN-HAND

EIN 32-0412177-banking-Latest filing 2025
Plans
3
Retirement
2
$9.9M assets
Welfare
1
$243K premiums
Participants
388
309 NORTH RONKS ROAD - BIRD IN HAND, PA 17505717-929-2228bihbank.comLinkedIn51-200 employeesbanking
Plans on this EIN
3 filings
#001401k-$7.6M - 117 part#002401k-$2.3M - 103 part#503Mixed-$243K - 276 lives

Retirement portfolio analytics

2 plans aggregated / $9.9M assets / 220 participants

Assets by plan

Share of aggregate retirement assets

77%top
  • BIRD-IN-HAND EXEMPT 401(K) (#001)77%
  • BIRD-IN-HAND NON-EXEMPT 401(K) (#002)23%
Total $9.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BIRD-IN-HAND EXEMPT 401(K) (#001)117
  • BIRD-IN-HAND NON-EXEMPT 401(K) (#002)103
Total 220Click row to drill in

Benefits portfolio analytics

1 plan / $243K premiums / 276 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$216K
  • Vision$216K
  • Life$216K
  • Short-term disability$216K
  • Long-term disability$216K
  • Other$27K
Total $243K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • PRINCIPAL LIFE INSURANCE COMPANY89%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA11%
Total $243K2 slices

Broker market share

Schedule A broker compensation

Split broker
42%top
  • INTEGRITY SERVICES AND SOLUTIONS42%
  • NFP INSURANCE SERVICES INC33%
  • ASSUREDPARTNERS25%
Total $41K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BANK OF BIRD-IN-HAND EXEMPT 401(K) PLAN

401k

Assets$7.6M
Participants117
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BANK OF BIRD-IN-HAND NON-EXEMPT 401(K) PLAN

401k

Assets$2.3M
Participants103
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

BANK OF BIRD-IN-HAND ERISA WRAP PLAN

Mixed - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$243K
Covered lives276
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BANK OF BIRD-IN-HAND EXEMPT 401(K) PLAN401k$7.6M1172025
002BANK OF BIRD-IN-HAND NON-EXEMPT 401(K) PLAN401k$2.3M1032025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503BANK OF BIRD-IN-HAND ERISA WRAP PLANMixedPRINCIPAL LIFE INSURANCE COMPANY$243K2762025
Retirement plans
Welfare plans
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