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Sponsor portfolioTH

FIRST NATIONAL BANK AND TRUST COMPANY OF BELOIT

EIN 39-0159135-banking-Latest filing 2024
Plans
2
Retirement
1
$35.0M assets
Welfare
1
$275K premiums
Participants
598
345 EAST GRAND AVENUE - BELOIT, WI 535116250608-364-4401LinkedIn201-500 employeesbanking
Plans on this EIN
2 filings
#001401k-$35.0M - 384 part#506Mixed-$275K - 217 lives

Benefits portfolio analytics

1 plan / $275K premiums / 217 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$146K
  • Life$113K
  • Long-term disability$113K
  • Other$113K
  • Vision$16K
Total $275K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • DELTA DENTAL OF CALIFORNIA53%
  • SUN LIFE ASSURANCE COMPANY OF CANADA41%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY6%
Total $275K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HAUSMANN GROUP INC100%
Total $9K1 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

CENTRE 1 BANCORP, INC. 401(K) PLAN

401k

Assets$35.0M
Participants384
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

CENTRE 1 BANCORP DBA FIRST NATIONAL BANK AND TRUST COMPANY WRAP PLAN

Mixed - DELTA DENTAL OF WISCONSIN

Premiums$275K
Covered lives217
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CENTRE 1 BANCORP, INC. 401(K) PLAN401k$35.0M3842024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506CENTRE 1 BANCORP DBA FIRST NATIONAL BANK AND TRUST COMPANY WRAP PLANMixedDELTA DENTAL OF WISCONSIN$275K2172024
Retirement plans
Welfare plans
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