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Sponsor portfolio

FIRST HARRISON BANK

EIN 35-0634720-banking-Latest filing 2025
Plans
3
Retirement
2
$33.7M assets
Welfare
1
$260K premiums
Participants
464
P. O. BOX 130 - CORYDON, IN 471120130812-738-2198firstharrison.comLinkedIn201-500 employeesbanking
Plans on this EIN
3 filings
#002401k-$30.9M - 233 part#003ESOP-$2.7M - 58 part#501Mixed-$260K - 242 lives

Retirement portfolio analytics

2 plans aggregated / $33.7M assets / 291 participants

Assets by plan

Share of aggregate retirement assets

92%top
  • PROFIT SHARING PLAN (#002)92%
  • EMPLOYEE STOCK OWNERSHIP (#003)8%
Total $33.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)233
  • EMPLOYEE STOCK OWNERSHIP (#003)58
Total 291Click row to drill in

Benefits portfolio analytics

1 plan / $260K premiums / 242 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$130K
  • Dental$100K
  • Life$52K
  • Long-term disability$16K
  • Vision$15K
Total $260K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY56%
  • DELTA DENTAL OF CALIFORNIA44%
Total $260K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ERTEL & COMPANY, INC.100%
Total $33K1 slice

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 HARRISON BANK 401K AND PROFIT SHARING PLAN

401k

Assets$30.9M
Participants233
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

FIRST HARRISON BANK EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$2.7M
Participants58
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FIRST HARRISON BANK PREMIUM ONLY & BENEFIT PLAN

Mixed - DELTA DENTAL OF INDIANA

Premiums$260K
Covered lives242
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002FIRST HARRISON BANK 401K AND PROFIT SHARING PLAN401k$30.9M2332025
003FIRST HARRISON BANK EMPLOYEE STOCK OWNERSHIP PLANESOP$2.7M582025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FIRST HARRISON BANK PREMIUM ONLY & BENEFIT PLANMixedDELTA DENTAL OF INDIANA$260K2422025
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