Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$983K
- Other$104K
- Life$83K
- Short-term disability$83K
- Long-term disability$83K
- Dental$78K
- +1 more
Sponsor portfolioTH
FIRST BANK, UPPER MICHIGAN
EIN 38-0579985bankingLatest filing 2025
Plans
2
Retirement
1
$29.0M assets
Welfare
1
$1.2M premiums
Participants
342
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.2M premiums / 299 covered livesCarrier market share
Premium dollars by Schedule A carrier
83%top
- BLUE CROSS OF CALIFORNIA83%
- METROPOLITAN LIFE INSURANCE COMPANY7%
- DELTA DENTAL OF CALIFORNIA7%
- UNUM LIFE INSURANCE COMPANY OF AMERICA2%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA1%
Broker market share
Schedule A broker compensation
44%top
- ADVANCED BENEFIT SOLUTIONS INC44%
- JENNIFER LEE WOLFE34%
- ACRISURE LLC8%
- MARK ALAN ERICKSON5%
- DAVID PEPIN4%
- +3 more
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 BANK UPPER MICHIGAN DEF COMP P/S
401k
Assets$29.0M
Participants178
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
FIRST BANK, UPPER MICHIGAN EMPLOYEE BENEFITS PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF MICHIGAN
Premiums$1.2M
Covered lives299
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | FIRST BANK UPPER MICHIGAN DEF COMP P/S | 401k | $29.0M | 178 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | FIRST BANK, UPPER MICHIGAN EMPLOYEE BENEFITS PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF MICHIGAN | $1.2M | 299 | 2025 |
Retirement plans
Welfare plans