Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$96K
- Short-term disability$96K
- Long-term disability$96K
- Other$96K
Sponsor portfolio
FIRST NATIONAL BANK OF WATERLOO
EIN 37-0573575bankingLatest filing 2025
Plans
3
Retirement
1
$15.9M assets
Welfare
2
$99K premiums
Participants
377
228 SOUTH MAIN STREET, PO BOX 507 - WATERLOO, IL 62298618-939-6194fnbwaterloo.comLinkedIn51-200 employeesbanking
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $99K premiums / 380 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- UNITEDHEALTHCARE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
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 NATIONAL BANK OF WATERLOO PROFIT SHARING AND SAVINGS PLAN
401k
Assets$15.9M
Participants218
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
FIRST NATIONAL BANK OF WATERLOO LIFE AND DISABILITY PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$96K
Covered lives380
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
FIRST NATIONAL BANK OF WATERLOO
Fully Insured - AETNA BEHAVIORAL HEALTH, LLC
Premiums$3K
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FIRST NATIONAL BANK OF WATERLOO PROFIT SHARING AND SAVINGS PLAN | 401k | $15.9M | 218 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | FIRST NATIONAL BANK OF WATERLOO LIFE AND DISABILITY PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $96K | 380 | 2025 | |
| 503 | FIRST NATIONAL BANK OF WATERLOO | Fully Insured | AETNA BEHAVIORAL HEALTH, LLC | $3K | 0 | 2024 |
Retirement plans
Welfare plans