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
Sponsor portfolioTH
BANKFIRST FINANCIAL SERVICES
EIN 64-0202970bankingLatest filing 2025
Plans
2
Retirement
1
$43.7M assets
Welfare
1
$326K premiums
Participants
1,078
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $326K premiums / 523 covered livesCarrier market share
Premium dollars by Schedule A carrier
74%top
- SYMETRA LIFE INSURANCE COMPANY74%
- SUN LIFE ASSURANCE COMPANY OF CANADA26%
Broker market share
Schedule A broker compensation
70%top
- GALLOWAY-CHANDLER-MCKINNEY INS70%
- JAMES R NELLIGAN & ASSOCIATES LLC30%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
BANKFIRST FINANCIAL SERVICES 401(K) PROFIT SHARING PLAN
401k
Assets$43.7M
Participants531
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
BANKFIRST FINANCIAL SERVICES EMPLOYEE BENEFITS PLAN
Mixed - SYMETRA LIFE INSURANCE COMPANY
Premiums$326K
Covered lives523
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | BANKFIRST FINANCIAL SERVICES 401(K) PROFIT SHARING PLAN | 401k | $43.7M | 531 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | BANKFIRST FINANCIAL SERVICES EMPLOYEE BENEFITS PLAN | Mixed | SYMETRA LIFE INSURANCE COMPANY | $326K | 523 | 2025 |
Retirement plans
Welfare plans