Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$34K
- Long-term disability$34K
- Other$34K
Sponsor portfolioTH
FIRST OPTION BANK
EIN 48-0359685bankingLatest filing 2025
Plans
2
Retirement
1
$6.8M assets
Welfare
1
$34K premiums
Participants
257
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $34K premiums / 136 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- RELIANCE STANDARD LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
73%top
- BUKATY COMPANIES73%
- TECHSOURCE INC27%
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 OPTION BANK 401(K) PLAN
401k
Assets$6.8M
Participants121
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
FIRST OPTION BANK EMPLOYEE BENEFITS PLAN
Fully Insured - RELIANCE STANDARD LIFE INSURANCE COMPANY
Premiums$34K
Covered lives136
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FIRST OPTION BANK 401(K) PLAN | 401k | $6.8M | 121 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | FIRST OPTION BANK EMPLOYEE BENEFITS PLAN | Fully Insured | RELIANCE STANDARD LIFE INSURANCE COMPANY | $34K | 136 | 2025 |
Retirement plans
Welfare plans