Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.3M
- Prescription drug$1.3M
- Other$248K
- Dental$210K
- Vision$210K
- Life$210K
- +2 more
Sponsor portfolio
TERRABANK, NA
EIN 59-2532510bankingLatest filing 2025
Plans
2
Retirement
1
$6.2M assets
Welfare
1
$1.6M premiums
Participants
261
3191 CORAL WAY, SUITE 900 - MIAMI, FL 33145305-448-4898tmodmobilsarj.comLinkedIn1-10 employeesbanking
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.6M premiums / 118 covered livesCarrier market share
Premium dollars by Schedule A carrier
55%top
- UPMC HEALTH OPTIONS55%
- BLUE CROSS OF CALIFORNIA30%
- UNITED OF OMAHA LIFE INSURANCE COMPANY13%
- AFLAC2%
- AMERITAS LIFE INSURANCE CORP.1%
Broker market share
Schedule A broker compensation
96%top
- MARSH & MCLENNAN AGENCY LLC96%
- SHIRLEY SASTRE SOUTO2%
- NATIONAL AGENCY SOLUTIONS LLC1%
- AON CONSULTING INC0%
- MARTA M SASTRE0%
- +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
TERRABANK 401(K) PLAN
401k
Assets$6.2M
Participants143
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
TERRABANK CONSOLIDATED WELFARE PLAN
Fully Insured - HEALTH OPTIONS, INC.
Premiums$1.6M
Covered lives118
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TERRABANK 401(K) PLAN | 401k | $6.2M | 143 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | TERRABANK CONSOLIDATED WELFARE PLAN | Fully Insured | HEALTH OPTIONS, INC. | $1.6M | 118 | 2025 |
Retirement plans
Welfare plans