Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$649K
- Other$284K
- Life$244K
- Vision$91K
- Short-term disability$90K
- Long-term disability$40K
Sponsor portfolioTH
PERFORMANCE BANKERS, INC.
EIN 46-0373528bankingLatest filing 2025
Plans
6
Retirement
1
$116.9M assets
Welfare
5
$1.1M premiums
Participants
3,614
Benefits portfolio analytics
5 plans / $1.1M premiums / 3,236 covered livesCarrier market share
Premium dollars by Schedule A carrier
58%top
- DELTA DENTAL OF CALIFORNIA58%
- STANDARD INSURANCE COMPANY34%
- FIDELITY SECURITY LIFE INSURANCE COMPANY8%
Broker market share
Schedule A broker compensation
92%top
- BROWN & BROWN INSURANCE SERVICES92%
- LINDSEY MCCLAMMY8%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PERFORMANCE BANKERS, INC. RETIREMENT SAVINGS PLAN
401k
Assets$116.9M
Participants905
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
PERFORMANCE BANKERS, INC. DENTAL PLAN
Fully Insured - DELTA DENTAL OF SOUTH DAKOTA
Premiums$649K
Covered lives1,334
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
PERFORMANCE BANKERS, INC. LIFE AND DISABILITY PLAN
Fully Insured - STANDARD INSURANCE COMPANY
Premiums$374K
Covered lives737
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
PERFORMANCE BANKERS, INC. VISION PLAN
Fully Insured - FIDELITY SECURITY LIFE INSURANCE COMPANY
Premiums$91K
Covered lives1,165
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
PERFORMANCE BANKERS, INC. HEALTH CARE PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507
PERFORMANCE BANKERS, INC. FLEXIBLE COMPENSATION PROGRAM CAFETERIA PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PERFORMANCE BANKERS, INC. RETIREMENT SAVINGS PLAN | 401k | $116.9M | 905 | 2025 |
Welfare plans5
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | PERFORMANCE BANKERS, INC. DENTAL PLAN | Fully Insured | DELTA DENTAL OF SOUTH DAKOTA | $649K | 1,334 | 2025 | |
| 502 | PERFORMANCE BANKERS, INC. LIFE AND DISABILITY PLAN | Fully Insured | STANDARD INSURANCE COMPANY | $374K | 737 | 2025 | |
| 501 | PERFORMANCE BANKERS, INC. VISION PLAN | Fully Insured | FIDELITY SECURITY LIFE INSURANCE COMPANY | $91K | 1,165 | 2025 | |
| 503 | PERFORMANCE BANKERS, INC. HEALTH CARE PLAN | Self Funded | - | $0 | 0 | 2025 | |
| 507 | PERFORMANCE BANKERS, INC. FLEXIBLE COMPENSATION PROGRAM CAFETERIA PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans