Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.4M
- Dental$156K
- Other$121K
- Life$79K
- Long-term disability$79K
- Vision$38K
Sponsor portfolio
FIRST BANK & TRUST CO
EIN 73-1332958financial servicesLatest filing 2025
Plans
2
Retirement
1
$20.3M assets
Welfare
1
$1.7M premiums
Participants
393
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.7M premiums / 238 covered livesCarrier market share
Premium dollars by Schedule A carrier
81%top
- BLUE CROSS OF CALIFORNIA81%
- DELTA DENTAL OF CALIFORNIA9%
- UNITED OF OMAHA LIFE INSURANCE COMPANY5%
- AFLAC3%
- VISION SERVICE PLAN2%
Broker market share
Schedule A broker compensation
80%top
- CROSS POINT INS ADVISORS LLC80%
- VARIOUS - SEE ATTACHED10%
- CROSS POINTE INSURANCE ADVISORS LLC10%
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 BANK & TRUST CO 401(K) RETIREMENT PLAN
401k
Assets$20.3M
Participants239
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
FIRST BANK & TRUST CO. BENEFITS PLAN
Fully Insured - BLUECROSS BLUESHIELD OF OKLAHOMA
Premiums$1.7M
Covered lives238
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FIRST BANK & TRUST CO 401(K) RETIREMENT PLAN | 401k | $20.3M | 239 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | FIRST BANK & TRUST CO. BENEFITS PLAN | Fully Insured | BLUECROSS BLUESHIELD OF OKLAHOMA | $1.7M | 238 | 2025 |
Retirement plans
Welfare plans