Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$240K
- Long-term disability$240K
- Other$240K
- Dental$86K
- Vision$86K
- Short-term disability$86K
Filings through .
Top hat
Bankfirst Financial Services
EIN 64-0202970bankingLatest filing 2025
Plans
2
Retirement
1
$55.8M assets
Health & Benefits
1
$326K premiums
Participants
1,169
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $326K premiums / 523 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
BANKFIRST FINANCIAL SERVICES 401(K) PROFIT SHARING PLAN
401(k)
Assets$55.8M
Participants622
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503
BANKFIRST FINANCIAL SERVICES EMPLOYEE BENEFITS PLAN
Mixed - SYMETRA LIFE INSURANCE COMPANY
Premiums$326K
Covered lives523
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | BANKFIRST FINANCIAL SERVICES 401(K) PROFIT SHARING PLAN | 401(k) | $55.8M | 622 | 2025 |
- #003 · 401(k) · 2025622
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #503 | BANKFIRST FINANCIAL SERVICES EMPLOYEE BENEFITS PLAN | Mixed | SYMETRA LIFE INSURANCE COMPANY | $326K | 523 | 2025 |
- #503 · Mixed · SYMETRA LIFE INSURANCE COMPANY · 2025523
Retirement plans
Health & Benefits plans