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Sponsor portfolio

FIRST COMMUNITY BANK

EIN 76-0024722-banking-Latest filing 2024
Plans
3
Retirement
2
$20.7M assets
Welfare
1
$1.3M premiums
Participants
545
416 NORTH WATER STREET - CORPUS CHRISTI, TX 784012533361-888-9310fcbot.comLinkedIn51-200 employeesbanking
Plans on this EIN
3 filings
#002ESOP-$14.6M - 152 part#001401k-$6.1M - 149 part#501Mixed-$1.3M - 244 lives

Retirement portfolio analytics

2 plans aggregated / $20.7M assets / 301 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • PLAN & TRUST (#002)71%
  • PROFIT SHARING PLAN (#001)29%
Total $20.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
71%top
  • (Not disclosed)71%
  • JOHN HANCOCK LIFE INSURANCE COMPANY29%
Total $20.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#002)152
  • PROFIT SHARING PLAN (#001)149
Total 301Click row to drill in

Benefits portfolio analytics

1 plan / $1.3M premiums / 244 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Long-term disability$55K
  • Short-term disability$39K
Total $1.3M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • UNITED HEALTHCARE INSURANCE COMPANY96%
  • AFLAC3%
  • THE PAUL REVERE LIFE INSURANCE COMPANY1%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA0%
Total $1.3M4 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • ACRISURE LLC94%
  • DEBORAH A WHITTINGTON3%
  • LINDA R MENDEZ0%
  • ALEXANDER A ARTMAN0%
  • JOE A RODGERS0%
  • +3 more
Total $77K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

COASTAL BEND BANCSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST

ESOP

Assets$14.6M
Participants152
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

FIRST COMMUNITY BANK 401(K) PROFIT SHARING PLAN

401k

Assets$6.1M
Participants149
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FIRST COMMUNITY BANK HEALTH & WELFARE BENEFIT PLAN

Mixed - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$1.3M
Covered lives244
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002COASTAL BEND BANCSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUSTESOP$14.6M1522024
001FIRST COMMUNITY BANK 401(K) PROFIT SHARING PLAN401k$6.1M1492024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FIRST COMMUNITY BANK HEALTH & WELFARE BENEFIT PLANMixedUNITED HEALTHCARE INSURANCE COMPANY$1.3M2442024
Retirement plans
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