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Filings through Oct 24, 2026.

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First Bank Upper Michigan

EIN 38-0579985-banking-Latest filing 2025
Plans
2
Retirement
1
$33.9M assets
Health & Benefits
1
$1.2M premiums
Participants
344
1400 DELTA AVENUE - GLADSTONE, MI 49837906-428-3535first-bank.comLinkedIn51-200 employeesbanking
Plans on this EIN
2 filings
#002401(k)-$33.9M - 180 part#504Fully insured-$1.2M - 299 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $1.2M premiums / 299 covered lives

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
Total $1.2M7 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

FIRST BANK UPPER MICHIGAN DEFERRED COMPENSATION AND PROFIT SHARING PLAN

401(k)

Assets$33.9M
Participants180
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#504

FIRST BANK, UPPER MICHIGAN EMPLOYEE BENEFITS PLAN

Fully insured - BLUE CROSS BLUE SHIELD OF MICHIGAN

Premiums$1.2M
Covered lives299
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002FIRST BANK UPPER MICHIGAN DEFERRED COMPENSATION AND PROFIT SHARING PLAN401(k)$33.9M1802025
  • FIRST BANK UPPER MICHIGAN DEFERRED COMPENSATION AND PROFIT SHARING PLAN$33.9M
    #002 · 401(k) · 2025180

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#504FIRST BANK, UPPER MICHIGAN EMPLOYEE BENEFITS PLANFully insuredBLUE CROSS BLUE SHIELD OF MICHIGAN$1.2M2992025
  • FIRST BANK, UPPER MICHIGAN EMPLOYEE BENEFITS PLAN$1.2M
    #504 · Fully insured · BLUE CROSS BLUE SHIELD OF MICHIGAN · 2025299
Retirement plans
Health & Benefits plans

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