Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$189K
- Life$112K
- Long-term disability$112K
- Other$112K
- Vision$26K
Sponsor portfolio
CELTIC BANK CORPORATION
EIN 87-0662267financial servicesLatest filing 2025
Plans
2
Retirement
1
$32.7M assets
Welfare
1
$326K premiums
Participants
790
268 SOUTH STATE STREET, STE 300 - SALT LAKE CITY, UT 84111801-363-6500celticbank.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $326K premiums / 740 covered livesCarrier market share
Premium dollars by Schedule A carrier
51%top
- COMPANION LIFE INSURANCE COMPANY51%
- UNITED OF OMAHA LIFE INSURANCE COMPANY34%
- EYEMED VISION CARE8%
- TOTAL DENTAL ADMINISTRATORS HEALTH PLAN, INC.6%
Broker market share
Schedule A broker compensation
89%top
- LOCKTON COMPANIES, LLC89%
- DPWM BENEFITS LLC11%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CELTIC BANK CORPORATION 401(K) PLAN
401k
Assets$32.7M
Participants427
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CELTIC BANK EMPLOYEE BENEFIT PLAN
Mixed - COMPANION LIFE INSURANCE
Premiums$326K
Covered lives740
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CELTIC BANK CORPORATION 401(K) PLAN | 401k | $32.7M | 427 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CELTIC BANK EMPLOYEE BENEFIT PLAN | Mixed | COMPANION LIFE INSURANCE | $326K | 740 | 2025 |
Retirement plans
Welfare plans