Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Prescription drug$1.9M
- Life$199K
- Short-term disability$199K
- Long-term disability$199K
- Other$199K
- Dental$100K
- +1 more
Sponsor portfolioTH
BANKFINANCIAL, NA
EIN 36-1570375bankingLatest filing 2024
Plans
2
Retirement
1
$39.8M assets
Welfare
1
$2.3M premiums
Participants
506
6415 WEST 95TH STREET - CHICAGO RIDGE, IL 60415630-425-5692bankfinancial.comLinkedIn201-500 employeesbanking
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.3M premiums / 247 covered livesCarrier market share
Premium dollars by Schedule A carrier
86%top
- BLUE CROSS OF CALIFORNIA86%
- SUN LIFE ASSURANCE COMPANY OF CANADA9%
- DELTA DENTAL OF CALIFORNIA4%
- ALPHA DENTAL PROGRAMS, INC.1%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
88%top
- HUB INTERNATIONAL MIDWEST LIMITED88%
- JAMES R NELLIGAN & ASSOCIATES LLC12%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
BANKFINANCIAL AND SUBSIDIARIES ASSOC. INVESTMENT PLAN
401k
Assets$39.8M
Participants293
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
BANKFINANCIAL EMPLOYEE BENEFIT PROGRAM
Mixed - BLUECROSS BLUESHIELD OF ILLINOIS
Premiums$2.3M
Covered lives247
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | BANKFINANCIAL AND SUBSIDIARIES ASSOC. INVESTMENT PLAN | 401k | $39.8M | 293 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | BANKFINANCIAL EMPLOYEE BENEFIT PROGRAM | Mixed | BLUECROSS BLUESHIELD OF ILLINOIS | $2.3M | 247 | 2024 |
Retirement plans
Welfare plans