Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$476K
- Dental$361K
- Vision$361K
- Life$361K
- Long-term disability$361K
Sponsor portfolio
FIRST BANK OF THE LAKE
EIN 43-1397506bankingLatest filing 2025
Plans
2
Retirement
1
$9.9M assets
Welfare
1
$476K premiums
Participants
543
4558 OSAGE BEACH PARKWAY, SUITE 100 - OSAGE BEACH, MO 65065573-348-2265fblake.bankLinkedIn201-500 employeesbanking
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $476K premiums / 244 covered livesCarrier market share
Premium dollars by Schedule A carrier
76%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA76%
- AFLAC23%
- PREFERRED RESOURCE NETWORK, INC.2%
Broker market share
Schedule A broker compensation
36%top
- MICHELLE R TUCKER36%
- BRANDY THOMPSON SAMPLEY31%
- UNKNOWN15%
- ZACHARY L SMITH8%
- WELLS MANAGEMENT LLC4%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
FIRST BANK OF THE LAKE SAVINGS & RETIREMENT PLAN
401k
Assets$9.9M
Participants299
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
FIRST BANK OF THE LAKE HEALTH AND WELFARE PLAN
Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$476K
Covered lives244
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FIRST BANK OF THE LAKE SAVINGS & RETIREMENT PLAN | 401k | $9.9M | 299 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | FIRST BANK OF THE LAKE HEALTH AND WELFARE PLAN | Mixed | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $476K | 244 | 2025 |
Retirement plans
Welfare plans