Assets by plan
Share of aggregate retirement assets
61%top
Sponsor portfolio
HERRING BANK
EIN 75-0330569bankingLatest filing 2025
Plans
3
Retirement
2
$21.2M assets
Welfare
1
$309K premiums
Participants
452
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $21.2M assets / 303 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $309K premiums / 325 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$173K
- Vision$173K
- Other$136K
- Life$111K
- Short-term disability$111K
- Long-term disability$111K
Carrier market share
Premium dollars by Schedule A carrier
56%top
- AMERITAS LIFE INSURANCE CORP.56%
- UNITED OF OMAHA LIFE INSURANCE COMPANY36%
- AMERICAN HERITAGE LIFE INSURANCE COMPANY8%
Broker market share
Schedule A broker compensation
83%top
- BROWN & BROWN INSURANCE SERVICES83%
- GCG FINANCIAL LLC6%
- NATIONAL BENEFIT CENTER5%
- WORKSITE MARKETING CONCEPTS INC3%
- TIFFANY LOGAN THOMAS2%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
RETIREMENT PLAN FOR EMPLOYEES OF HERRING BANK
TraditionalDB
Assets$13.0M
Participants111
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
HERRING BANK 401(K) PROFIT SHARING PLAN
401k
Assets$8.3M
Participants192
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HERRING BANK
Mixed - AMERITAS LIFE INSURANCE CORPORATION
Premiums$309K
Covered lives325
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | RETIREMENT PLAN FOR EMPLOYEES OF HERRING BANK | TraditionalDB | $13.0M | 111 | 2024 | |
| 002 | HERRING BANK 401(K) PROFIT SHARING PLAN | 401k | $8.3M | 192 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HERRING BANK | Mixed | AMERITAS LIFE INSURANCE CORPORATION | $309K | 325 | 2024 |
Retirement plans
Welfare plans