Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $12.0M assets / 120 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $0 premiums / 29 covered lives
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Traditional DB
401(k)
Mixed - EVEREST REINSURANCE COMPANY
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | FIRST NATIONAL BANK AND TRUST CO. OF MIAMI EMPLOYEES RETIREMENT PLAN | Traditional DB | $7.5M | 50 | 2024 |
| #002 | THE FIRST NATIONAL BANK & TRUST CO. OF MIAMI 401(K | 401(k) | $4.6M | 70 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | THE FIRST NATIONAL BANK AND TRUST COMPANY OF MIAMI EMPLOYEES BENEFICIARY ASSOCIATION TRUST | Mixed | EVEREST REINSURANCE COMPANY | $0 | 29 | 2025 |