Carrier market share
Premium dollars by Schedule A carrier
100%top
- SELECTHEALTH100%
Sponsor portfolio
FINWISE BANK
EIN 87-0632133bankingLatest filing 2025
Plans
2
Retirement
1
$11.0M assets
Welfare
1
$2.4M premiums
Participants
649
756 E WINCHESTER ST STE 100 - MURRAY, UT 841077520801-545-6041finwisebank.comLinkedIn51-200 employeesbanking
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.4M premiums / 437 covered livesBundled
Broker market share
Schedule A broker compensation
100%top
- CERVA BROWNING QUINN & CO100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
FINWISE BANK 401(K) PLAN
401k
Assets$11.0M
Participants212
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
FINWISE BANK HEALTH WELFARE BENEFIT PLAN
Fully Insured - SELECTHEALTH
Premiums$2.4M
Covered lives437
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FINWISE BANK 401(K) PLAN | 401k | $11.0M | 212 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | FINWISE BANK HEALTH WELFARE BENEFIT PLAN | Fully Insured | SELECTHEALTH | $2.4M | 437 | 2025 |
Retirement plans
Welfare plans