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Sponsor portfolio

TOWN FINANCIAL CORPORATION

EIN 35-1147529-Latest filing 2025
Plans
2
Retirement
1
$15.9M assets
Welfare
1
$1.2M premiums
Participants
350
3206 NORTH WALNUT STREET - HARTFORD CITY, IN 47348765-348-1606
Plans on this EIN
2 filings
#002401k-$15.9M - 163 part#506Fully Insured-$1.2M - 187 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 187 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$997K
  • Dental$91K
  • Other$70K
  • Life$60K
  • Long-term disability$13K
  • Short-term disability$11K
  • +1 more
Total $1.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • UNITEDHEALTHCARE INSURANCE COMPANY84%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY9%
  • DELTA DENTAL OF CALIFORNIA8%
Total $1.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • NFP INSURANCE SERVICES INC94%
  • WATCHTOWER BENEFITS, LLC6%
Total $27K2 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

TOWN FINANCIAL CORPORATION AND OTHER RELATED COMPANIES SALARY S

401k

Assets$15.9M
Participants163
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

TOWN FINANCIAL CORPORATION GROUP BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.2M
Covered lives187
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002TOWN FINANCIAL CORPORATION AND OTHER RELATED COMPANIES SALARY S401k$15.9M1632024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506TOWN FINANCIAL CORPORATION GROUP BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.2M1872025
Retirement plans
Welfare plans
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