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Sponsor portfolioTH

FIRST NATIONAL BANK & TRUST

EIN 38-0680825-financial services-Latest filing 2025
Plans
2
Retirement
1
$16.0M assets
Welfare
1
$24K premiums
Participants
216
PO BOX 370, 233 SOUTH STEPHENSON AVENUE - IRON MOUNTAIN, MI 49801906-776-2980fnbimk.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$16.0M - 106 part#501Mixed-$24K - 110 lives

Benefits portfolio analytics

1 plan / $24K premiums / 110 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$24K
  • Other$24K
Total $24K2 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Total $24K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MICHIGAN PLANNERS, INC.100%
Total $5K1 slice

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 & TRUST RETIREMENT SAVINGS PLAN

401k

Assets$16.0M
Participants106
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FIRST NATIONAL BANK & TRUST LIFE INSURANCE PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$24K
Covered lives110
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FIRST NATIONAL BANK & TRUST RETIREMENT SAVINGS PLAN401k$16.0M1062025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FIRST NATIONAL BANK & TRUST LIFE INSURANCE PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$24K1102025
Retirement plans
Welfare plans
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