Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$876K
- Vision$876K
- Prescription drug$876K
- Stop-loss$876K
- Dental$167K
- Other$128K
- +1 more
Sponsor portfolioTH
ISABELLA BANK CORPORATION
EIN 38-2830092bankingLatest filing 2025
Plans
2
Retirement
1
$7.5M assets
Welfare
1
$1.2M premiums
Participants
432
139 EAST BROADWAY - MT. PLEASANT, MI 48858989-779-6211isabellabank.comLinkedIn201-500 employeesbanking
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.2M premiums / 632 covered livesCarrier market share
Premium dollars by Schedule A carrier
75%top
- BLUE CROSS OF CALIFORNIA75%
- DELTA DENTAL OF CALIFORNIA14%
- KANSAS CITY LIFE INSURANCE COMPANY10%
- ULLIANCE, INC.1%
Broker market share
Schedule A broker compensation
84%top
- WORTHAM SAN ANTONIO INC84%
- EMILY BLACKBURN9%
- MICHIGAN PLANNERS, INC.7%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ISABELLA BANK CORPORATION EMPLOYEE RETIREMENT PLAN
TraditionalDB
Assets$7.5M
Participants174
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506
ISABELLA BANK CORPORATION HEALTH & DENTAL PLAN
Mixed - BLUE CROSS BLUE SHIELD OF MICHIGAN
Premiums$1.2M
Covered lives632
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ISABELLA BANK CORPORATION EMPLOYEE RETIREMENT PLAN | TraditionalDB | $7.5M | 174 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 506 | ISABELLA BANK CORPORATION HEALTH & DENTAL PLAN | Mixed | BLUE CROSS BLUE SHIELD OF MICHIGAN | $1.2M | 632 | 2025 |
Retirement plans
Welfare plans