Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$125K
- Vision$84K
- Life$84K
- Short-term disability$84K
- Long-term disability$84K
- Other$84K
Sponsor portfolio
FIRST BANK
EIN 75-0164917bankingLatest filing 2025
Plans
2
Retirement
1
$24.7M assets
Welfare
1
$209K premiums
Participants
292
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $209K premiums / 239 covered livesCarrier market share
Premium dollars by Schedule A carrier
60%top
- UNITED CONCORDIA INSURANCE COMPANY60%
- METROPOLITAN LIFE INSURANCE COMPANY40%
Broker market share
Schedule A broker compensation
100%top
- HIGGINBOTHAM INS AGENCY INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
FIRST BANK EMPLOYEES' 401(K) PLAN
401k
Assets$24.7M
Participants207
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
FIRST BANK WRAP PLAN
Mixed - UNITED CONCORDIA INSURANCE COMPANY
Premiums$209K
Covered lives239
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | FIRST BANK EMPLOYEES' 401(K) PLAN | 401k | $24.7M | 207 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | FIRST BANK WRAP PLAN | Mixed | UNITED CONCORDIA INSURANCE COMPANY | $209K | 239 | 2025 |
Retirement plans
Welfare plans