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Sponsor portfolioTH

THE CROGHAN COLONIAL BANK

EIN 34-1415683-financial services-Latest filing 2025
Plans
2
Retirement
1
$31.5M assets
Welfare
1
$2.3M premiums
Participants
488
323 CROGHAN STREET - FREMONT, OH 43420419-332-7301croghan.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filings
#002401k-$31.5M - 288 part#506Mixed-$2.3M - 348 lives

Benefits portfolio analytics

1 plan / $2.3M premiums / 348 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.2M
  • Dental$2.2M
  • Vision$2.2M
  • Life$135K
  • Long-term disability$128K
  • Other$128K
Total $2.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • AETNA LIFE INSURANCE COMPANY94%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA6%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY0%
Total $2.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • BROWN & BROWN INSURANCE SERVICES93%
  • STRATEGIC NON-MEDICAL SOLUTION7%
  • STRUCTURED BENEFITS0%
  • KEITH SILVERNAIL0%
  • MICHAEL M. WONG0%
  • +1 more
Total $97K6 slices

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 CROGHAN COLONIAL BANK 401(K) PROFIT SHARING PLAN

401k

Assets$31.5M
Participants288
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

THE CROGHAN COLONIAL BANK EMPLOYEE BENEFITS PLAN

Mixed - AETNA LIFE INSURANCE COMPANY

Premiums$2.3M
Covered lives348
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002THE CROGHAN COLONIAL BANK 401(K) PROFIT SHARING PLAN401k$31.5M2882024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506THE CROGHAN COLONIAL BANK EMPLOYEE BENEFITS PLANMixedAETNA LIFE INSURANCE COMPANY$2.3M3482025
Retirement plans
Welfare plans
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