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Sponsor portfolioTH

BANK OF ANN ARBOR

EIN 38-3252110-banking-Latest filing 2025
Plans
2
Retirement
1
$74.4M assets
Welfare
1
Participants
680
125 S. 5TH AVENUE - ANN ARBOR, MI 48104734-327-1134bankofannarbor.comLinkedIn201-500 employeesbanking
Plans on this EIN
2 filings
#001401k-$74.4M - 447 part#502Mixed-296 lives

Benefits portfolio analytics

1 plan / $0 premiums / 296 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Bundled
0%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA0%
Total $01 slice

Broker market share

Schedule A broker compensation

Split broker
78%top
  • KAPNICK & COMPANY, INC.78%
  • CENTRO BENEFITS RESEARCH LLC22%
Total $63K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BANK OF ANN ARBOR EMPLOYEES 401(K) PROFIT SHARING PLAN

401k

Assets$74.4M
Participants447
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

BANK OF ANN ARBOR EMPLOYEE BENEFIT PLAN

Mixed - UNUM LIFE INSURANCE COMPANY

Premiums$0
Covered lives296
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BANK OF ANN ARBOR EMPLOYEES 401(K) PROFIT SHARING PLAN401k$74.4M4472025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502BANK OF ANN ARBOR EMPLOYEE BENEFIT PLANMixedUNUM LIFE INSURANCE COMPANY$02962025
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