Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$189K
- Life$112K
- Long-term disability$112K
- Other$112K
- Vision$26K
Filings through .
Celtic Bank Corporation
EIN 87-0662267financial servicesLatest filing 2025
Plans
2
Retirement
1
$41.3M assets
Health & Benefits
1
$326K premiums
Participants
802
268 SOUTH STATE STREET, SUITE 300 - SALT LAKE CITY, UT 84111801-320-6573celticbank.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $326K premiums / 740 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
CELTIC BANK CORPORATION 401(K) PLAN
401(k)
Assets$41.3M
Participants439
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
CELTIC BANK EMPLOYEE BENEFIT PLAN
Mixed - COMPANION LIFE INSURANCE
Premiums$326K
Covered lives740
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | CELTIC BANK CORPORATION 401(K) PLAN | 401(k) | $41.3M | 439 | 2025 |
- #001 · 401(k) · 2025439
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | CELTIC BANK EMPLOYEE BENEFIT PLAN | Mixed | COMPANION LIFE INSURANCE | $326K | 740 | 2025 |
- #501 · Mixed · COMPANION LIFE INSURANCE · 2025740
Retirement plans
Health & Benefits plans