Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$5.4M
- Prescription drug$5.4M
- Life$393K
- Other$393K
- Short-term disability$272K
- Long-term disability$272K
- +2 more
Sponsor portfolioTH
FIRST MUTUAL HOLDING CO.
EIN 34-0220715bankingLatest filing 2025
Plans
2
Retirement
1
$46.2M assets
Welfare
1
$6.1M premiums
Participants
1,045
14806 DETROIT AVENUE - LAKEWOOD, OH 44107216-529-2614firstmutualholding.comLinkedIn201-500 employeesbanking
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $6.1M premiums / 591 covered livesCarrier market share
Premium dollars by Schedule A carrier
89%top
- MEDICAL MUTUAL89%
- UNUM LIFE INSURANCE COMPANY OF AMERICA6%
- DELTA DENTAL OF CALIFORNIA4%
- FIDELITY SECURITY LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
83%top
- PLANCORP VANTAGE BENEFIT ADVISORS83%
- VANTAGE FINANCIAL GROUP, INC.14%
- PLAN CORP/VANTAGE BENEFIT ADVISORS3%
- CORPORATE PLANS, LLC0%
- GCG FINANCIAL LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
FIRST MUTUAL HOLDING CO. 401(K) SAVINGS PLAN
401k
Assets$46.2M
Participants542
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
FIRST MUTUAL HOLDING CO. EMPLOYEE BENEFITS PLAN
Fully Insured - MEDICAL MUTUAL
Premiums$6.1M
Covered lives591
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | FIRST MUTUAL HOLDING CO. 401(K) SAVINGS PLAN | 401k | $46.2M | 542 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | FIRST MUTUAL HOLDING CO. EMPLOYEE BENEFITS PLAN | Fully Insured | MEDICAL MUTUAL | $6.1M | 591 | 2025 |
Retirement plans
Welfare plans