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Sponsor portfolio

FIRST NEIGHBORHOOD BANCSHARES, INC.

EIN 37-1271125-Finance and Insurance-Latest filing 2024
Plans
4
Retirement
1
$23.2M assets
Welfare
3
$1.1M premiums
Participants
267
201 NORTH MERIDIAN ST. - TOLEDO, IL 62468217-849-2701
Plans on this EIN
4 filings
#002ESOP-$23.2M - 124 part#502Fully Insured-$1.1M - 143 lives#501Fully Insured-$24K - 142 lives#601Unknown-0 lives

Benefits portfolio analytics

3 plans / $1.1M premiums / 285 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$962K
  • Other$148K
  • Dental$124K
  • Vision$124K
  • Life$124K
  • Long-term disability$124K
Total $1.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • HEALTH ALLIANCE MEDICAL PLANS87%
  • COMPANION LIFE INSURANCE COMPANY11%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
Total $1.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
59%top
  • JOSHUA DRAKE59%
  • LOMAN-RAY INSURANCE GROUP22%
  • BANKERS BANK INSURANCE SERVICE8%
  • ROGERS BENEFIT GROUP INC6%
  • ASSUREDPARTNERS5%
Total $56K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

FIRST NEIGHBORHOOD BANCSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$23.2M
Participants124
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

FIRST NEIGHBORHOOD BANCSHARES, INC. HEALTH PLAN

Fully Insured - HEALTH ALLIANCE MEDICAL PLANS

Premiums$1.1M
Covered lives143
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

FIRST NEIGHBORHOOD BANCSHARES, INC. GROUP LONG TERM CARE PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$24K
Covered lives142
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#601

FIRST NEIGHBORHOOD BANCSHARES, INC. EMPLOYEE ASSISTANCE PROGRAM

Unknown

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002FIRST NEIGHBORHOOD BANCSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$23.2M1242024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
502FIRST NEIGHBORHOOD BANCSHARES, INC. HEALTH PLANFully InsuredHEALTH ALLIANCE MEDICAL PLANS$1.1M1432024
501FIRST NEIGHBORHOOD BANCSHARES, INC. GROUP LONG TERM CARE PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$24K1422024
601FIRST NEIGHBORHOOD BANCSHARES, INC. EMPLOYEE ASSISTANCE PROGRAMUnknown-$002024
Retirement plans
Welfare plans
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