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Sponsor portfolioTH

FIRST STATE BANK

EIN 36-1465165-banking-Latest filing 2025
Plans
2
Retirement
1
$42.3M assets
Welfare
1
$3.0M premiums
Participants
497
706 WASHINGTON STREET - MENDOTA, IL 61342815-538-2265firststatebank.bizLinkedIn201-500 employeesbanking
Plans on this EIN
2 filings
#001401k-$42.3M - 287 part#501Fully Insured-$3.0M - 375 lives

Benefits portfolio analytics

1 plan / $3.0M premiums / 375 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.8M
  • Dental$2.8M
  • Other$149K
  • Life$145K
  • Long-term disability$145K
  • Vision$37K
Total $3.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • BLUE CROSS OF CALIFORNIA94%
  • DEARBORN LIFE INSURANCE COMPANY5%
  • STANDARD INSURANCE COMPANY1%
  • HARTFORD LIFE AND ACCIDENT0%
Total $3.0M4 slices

Broker market share

Schedule A broker compensation

Split broker
74%top
  • BENEFIT PLANNING ASSOCIATES74%
  • HUB INTERNATIONAL MIDWEST LIMITED21%
  • MARK TELLKAMP4%
  • FIRST STATE INSURANCE LLC0%
Total $169K4 slices

Plan deep-dives

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

FIRST STATE BANK 401(K) PROFIT SHARING PLAN

401k

Assets$42.3M
Participants287
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FIRST STATE BANK WELFARE BENEFIT PLAN

Fully Insured - HEALTH CARE SERVICE CORPORATION

Premiums$3.0M
Covered lives375
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FIRST STATE BANK 401(K) PROFIT SHARING PLAN401k$42.3M2872024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FIRST STATE BANK WELFARE BENEFIT PLANFully InsuredHEALTH CARE SERVICE CORPORATION$3.0M3752025
Retirement plans
Welfare plans
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