Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Vision$67K
- Life$67K
- Short-term disability$67K
- Long-term disability$67K
- Other$67K
- Dental$48K
Sponsor portfolioTH
FIRST STATE BANK OF MIDDLEBURY
EIN 35-0310540Latest filing 2025
Plans
2
Retirement
1
$19.6M assets
Welfare
1
$115K premiums
Participants
240
111 SOUTH MAIN STREET, PO BOX 69 - MIDDLEBURY, IN 46540574-825-2166
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $115K premiums / 135 covered livesCarrier market share
Premium dollars by Schedule A carrier
58%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY58%
- DELTA DENTAL OF CALIFORNIA42%
Broker market share
Schedule A broker compensation
84%top
- GIBSON INSURANCE AGENCY, INC.84%
- JAMES R NELLIGAN & ASSOCIATES LLC16%
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 STATE BANK OF MIDDLEBURY 401(K) PSP
401k
Assets$19.6M
Participants136
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
FIRST STATE BANK OF MIDDLEBURY WELFARE BENEFIT PLAN
Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$115K
Covered lives135
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | FIRST STATE BANK OF MIDDLEBURY 401(K) PSP | 401k | $19.6M | 136 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | FIRST STATE BANK OF MIDDLEBURY WELFARE BENEFIT PLAN | Fully Insured | UNITED OF OMAHA LIFE INSURANCE COMPANY | $115K | 135 | 2025 |
Retirement plans
Welfare plans