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Sponsor portfolio

FIRST BRECKINRIDGE BANCSHARES

EIN 61-1035990-banking-Latest filing 2025
Plans
2
Retirement
1
$29.5M assets
Welfare
1
$425K premiums
Participants
836
240 NORTH FIRST STREET, PO BOX 365 - IRVINGTON, KY 40146270-202-5223firstbreckbancshares.comLinkedIn1-10 employeesbanking
Plans on this EIN
2 filings
#001401k-$29.5M - 437 part#501Mixed-$425K - 425 lives

Benefits portfolio analytics

1 plan / $425K premiums / 425 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$270K
  • Life$228K
  • Short-term disability$228K
  • Long-term disability$228K
  • Dental$154K
  • Vision$154K
Total $425K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
54%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY54%
  • DELTA DENTAL OF CALIFORNIA36%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA10%
Total $425K3 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • HOUCHENS INSURANCE GROUP INC98%
  • MARYANNE ANDERSON1%
  • HOWARD J HOROWITZ0%
  • DEBORAH S GOLDEN0%
  • ANNE OWENS0%
  • +2 more
Total $80K7 slices

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 BRECKINRIDGE BANCSHARES, INC. RETIREMENT PLAN

401k

Assets$29.5M
Participants437
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FIRST BRECKINRIDGE BANCSHARES

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$425K
Covered lives425
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FIRST BRECKINRIDGE BANCSHARES, INC. RETIREMENT PLAN401k$29.5M4372024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FIRST BRECKINRIDGE BANCSHARESMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$425K4252025
Retirement plans
Welfare plans
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