Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FIRST NATIONAL BANK & TRUST COMPANY OF MIAMI
EIN 73-0241540bankingLatest filing 2025
Plans
3
Retirement
2
$12.0M assets
Welfare
1
$146K premiums
Participants
149
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $12.0M assets / 120 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $146K premiums / 35 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Prescription drug$144K
- Stop-loss$144K
- Life$2K
- Other$2K
Carrier market share
Premium dollars by Schedule A carrier
99%top
- EVEREST REINSURANCE COMPANY99%
- UNITED OF OMAHA LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
90%top
- BENEFIT MANAGEMENT, INC.90%
- PREFERRED COMMUNITY CHOICE9%
- BENEFIT MANAGEMENT CONSULTANTS1%
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 NATIONAL BANK AND TRUST CO. OF MIAMI EMPLOYEES RETIREMENT PLAN
TraditionalDB
Assets$7.5M
Participants50
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
THE FIRST NATIONAL BANK & TRUST CO. OF MIAMI 401(K
401k
Assets$4.6M
Participants70
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
THE FIRST NATIONAL BANK AND TRUST COMPANY OF MIAMI EMPLOYEES BENEFICIARY ASSOCIATION TRUST
Mixed - EVEREST REINSURANCE COMPANY
Premiums$146K
Covered lives35
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FIRST NATIONAL BANK AND TRUST CO. OF MIAMI EMPLOYEES RETIREMENT PLAN | TraditionalDB | $7.5M | 50 | 2024 | |
| 002 | THE FIRST NATIONAL BANK & TRUST CO. OF MIAMI 401(K | 401k | $4.6M | 70 | 2025 |
Welfare plans1
| 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 | $146K | 35 | 2024 |
Retirement plans
Welfare plans