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  2. FIRST MERCHANTS CORPORATION
Sponsor portfolioTH

FIRST MERCHANTS CORPORATION

EIN 35-1544218-financial services-Latest filing 2025
Plans
3
Retirement
2
$341.3M assets
Welfare
1
$2.2M premiums
Participants
5,391
200 EAST JACKSON STREET - MUNCIE, IN 47305765-747-1561firstmerchants.comLinkedIn1001-5000 employeesfinancial services
Plans on this EIN
3 filings
#002401k-$260.9M - 2,751 part#001TraditionalDB-$80.4M - 676 part#505Mixed-$2.2M - 2,750 lives

Retirement portfolio analytics

2 plans aggregated / $341.3M assets / 3,427 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • INCOME AND Savings (#002)76%
  • CORPORATION RETIREMENT PENSION (#001)24%
Total $341.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INCOME AND Savings (#002)2,751
  • CORPORATION RETIREMENT PENSION (#001)676
Total 3,427Click row to drill in

Benefits portfolio analytics

1 plan / $2.2M premiums / 2,750 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.1M
  • Dental$990K
  • Life$744K
  • Long-term disability$744K
  • Vision$184K
Total $2.2M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
48%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY48%
  • DELTA DENTAL OF CALIFORNIA44%
  • ANTHEM LIFE INSURANCE COMPANY8%
Total $2.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • ASSUREDPARTNERS83%
  • THE ULTIMATE SOFTWARE GROUP17%
Total $100K2 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

FIRST MERCHANTS CORPORATION RETIREMENT INCOME AND SAVINGS PLAN

401k

Assets$260.9M
Participants2,751
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

FIRST MERCHANTS CORPORATION RETIREMENT PENSION PLAN

TraditionalDB

Assets$80.4M
Participants676
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

FIRST MERCHANTS CORPORATION GROUP INSURANCE PLAN

Mixed - DELTA DENTAL OF INDIANA

Premiums$2.2M
Covered lives2,750
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002FIRST MERCHANTS CORPORATION RETIREMENT INCOME AND SAVINGS PLAN401k$260.9M2,7512024
001FIRST MERCHANTS CORPORATION RETIREMENT PENSION PLANTraditionalDB$80.4M6762024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505FIRST MERCHANTS CORPORATION GROUP INSURANCE PLANMixedDELTA DENTAL OF INDIANA$2.2M2,7502025
Retirement plans
Welfare plans
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