Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.2M
- Prescription drug$1.2M
- Life$119K
- Short-term disability$119K
- Long-term disability$119K
- Other$119K
- +2 more
Sponsor portfolioTH
GENESEE REGIONAL BANK
EIN 36-3351119bankingLatest filing 2025
Plans
2
Retirement
1
$27.2M assets
Welfare
1
$1.4M premiums
Participants
391
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.4M premiums / 205 covered livesCarrier market share
Premium dollars by Schedule A carrier
85%top
- MVP HEALTH CARE85%
- SUN LIFE ASSURANCE COMPANY OF CANADA8%
- BLUE CROSS OF CALIFORNIA6%
- EYEMED VISION CARE1%
Broker market share
Schedule A broker compensation
100%top
- CONSILIARIUM GROUP LLC100%
- BROWN & BROWN INSURANCE SERVICES0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
GENESEE REGIONAL BANK 401(K) PLAN AND TRUST
401k
Assets$27.2M
Participants228
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
GENESEE REGIONAL BANK HEALTH & WELFARE BENEFITS PLAN
Fully Insured - MVP HEALTH SERVICE CORP
Premiums$1.4M
Covered lives205
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GENESEE REGIONAL BANK 401(K) PLAN AND TRUST | 401k | $27.2M | 228 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | GENESEE REGIONAL BANK HEALTH & WELFARE BENEFITS PLAN | Fully Insured | MVP HEALTH SERVICE CORP | $1.4M | 205 | 2025 |
Retirement plans
Welfare plans