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Sponsor portfolioTH

NORTHPOINTE BANK

EIN 38-3448372-financial services-Latest filing 2025
Plans
2
Retirement
1
$68.1M assets
Welfare
1
$326K premiums
Participants
1,268
3333 DEPOSIT DRIVE NE - GRAND RAPIDS, MI 495461429616-940-9400northpointe.comLinkedIn1001-5000 employeesfinancial services
Plans on this EIN
2 filings
#001ESOP-$68.1M - 888 part#501Mixed-$326K - 745 lives

Benefits portfolio analytics

1 plan / $326K premiums / 745 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$284K
  • Life$199K
  • Long-term disability$199K
  • Vision$43K
Total $326K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
61%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY61%
  • AFLAC26%
  • BLUE CROSS OF CALIFORNIA13%
Total $326K3 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • ADVANTAGE BENEFITS GROUP90%
  • JUDITH I VIDAL8%
  • BETH W. WIERENGA3%
Total $60K3 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

THE NORTHPOINTE BANCSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$68.1M
Participants888
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NORTHPOINTE BANK HEALTH AND WELFARE PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$326K
Covered lives745
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE NORTHPOINTE BANCSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$68.1M8882025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NORTHPOINTE BANK HEALTH AND WELFARE PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$326K7452025
Retirement plans
Welfare plans
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