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Sponsor portfolio

RESOURCE BANK, N.A.

EIN 36-1077820-financial services-Latest filing 2024
Plans
2
Retirement
1
$23.9M assets
Welfare
1
$130K premiums
Participants
316
555 BETHANY ROAD - DEKALB, IL 60115815-748-1416resourcebank.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$23.9M - 154 part#501Mixed-$130K - 154 lives

Benefits portfolio analytics

1 plan / $130K premiums / 154 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$130K
  • Life$130K
  • Short-term disability$130K
  • Long-term disability$130K
  • Other$130K
Total $130K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • DEARBORN LIFE INSURANCE COMPANY100%
Total $130K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • RESOURCE INSURANCE AGENCY100%
Total $18K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

RESOURCE BANK PROFIT SHARING PLAN AND TRUST

401k

Assets$23.9M
Participants154
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

RESOURCE BANK, N.A. BENEFIT PLAN

Mixed - DEARBORN LIFE INSURANCE COMPANY

Premiums$130K
Covered lives154
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001RESOURCE BANK PROFIT SHARING PLAN AND TRUST401k$23.9M1542024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501RESOURCE BANK, N.A. BENEFIT PLANMixedDEARBORN LIFE INSURANCE COMPANY$130K1542024
Retirement plans
Welfare plans
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