Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$336K
- Dental$217K
- Vision$217K
- Life$217K
- Short-term disability$217K
- Long-term disability$217K
- +2 more
Sponsor portfolioTH
SULLIVAN BANK
EIN 43-0170310law practiceLatest filing 2025
Plans
2
Retirement
1
$11.8M assets
Welfare
1
$571K premiums
Participants
325
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $571K premiums / 151 covered livesCarrier market share
Premium dollars by Schedule A carrier
62%top
- QBE INSURANCE62%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA38%
Broker market share
Schedule A broker compensation
78%top
- DIGITAL INSURANCE LLC78%
- MARK S METTILLE22%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SULLIVAN BANK 401(K) RETIREMENT PLAN
401k
Assets$11.8M
Participants174
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SULLIVAN BANK EMPLOYEE HEALTH AND WELFARE PLAN
Fully Insured - QBE INSURANCE CORPORATION
Premiums$571K
Covered lives151
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SULLIVAN BANK 401(K) RETIREMENT PLAN | 401k | $11.8M | 174 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SULLIVAN BANK EMPLOYEE HEALTH AND WELFARE PLAN | Fully Insured | QBE INSURANCE CORPORATION | $571K | 151 | 2025 |
Retirement plans
Welfare plans