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Sponsor portfolioTH

CFBANK

EIN 34-0137475-banking-Latest filing 2025
Plans
2
Retirement
1
$7.0M assets
Welfare
1
$1.2M premiums
Participants
264
4960 EAST DUBLIN GRANVILLE ROAD, SUITE 400 - COLUMBUS, OH 43081614-334-7979cfbankonline.comLinkedIn51-200 employeesbanking
Plans on this EIN
2 filings
#003401k-$7.0M - 163 part#501Fully Insured-$1.2M - 100 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 100 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Dental$1.1M
  • Prescription drug$1.1M
  • Life$101K
  • Short-term disability$101K
  • Long-term disability$101K
  • +2 more
Total $1.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • UNITEDHEALTHCARE INSURANCE COMPANY91%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA8%
  • VISION SERVICE PLAN1%
Total $1.2M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $5K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

CFBANK EMPLOYEE'S SAVINGS & PROFIT SHARING PLAN

401k

Assets$7.0M
Participants163
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CFBANK EMPLOYEE BENEFITS PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.2M
Covered lives100
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003CFBANK EMPLOYEE'S SAVINGS & PROFIT SHARING PLAN401k$7.0M1632024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CFBANK EMPLOYEE BENEFITS PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.2M1002025
Retirement plans
Welfare plans
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