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Sponsor portfolioWelfare / HealthEIN 23-0739565

JONESTOWN BANK & TRUST COMPANY

2 W. MARKET STREET · JONESTOWN, PA 17036
7172745180
Plans filed
2
Years active
2015–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$794K
No prior year
Persons covered
255
No prior year
Total participants
255
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$656K
JONESTOWN BANK & TRUST COMPANY OF JONESTOWN PENNSYLVANIA MEDICAL PLAN
Self-funded112 covered·2 carriers
Primary: UNIMERICA INSURANCE COMPANY
Plan #503$138K
JONESTOWN BANK AND TRUST COMPANY OF JONESTOWN PENNSYLVANIA EMPLOYEE BENEFITS PLAN
Fully insured143 covered·2 carriers
Primary: CAPITAL ADVANTAGE ASSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$656K73.4%
Dental$66K7.4%
Vision$66K7.4%
Life$33K3.7%
Other$33K3.7%
Short-term disability$23K2.6%
Long-term disability$16K1.8%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNIMERICA INSURANCE COMPANY
EIN 521996029
SL
$468K58.9%110
HCC LIFE INSURANCE COMPANY
EIN 221964315
SL
$188K23.7%11112
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LSTDLTDOth
$72K9.1%14143
CAPITAL ADVANTAGE ASSURANCE COMPANY
EIN 455492167
DV
$66K8.3%11109

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
VARNEY & COMPANY BENEFITS ADVISORSDUNCANSVILLE, PAUNITED OF OMAHA LIFE INSURANCE COMPANY, CAPITAL ADVANTAGE ASSURANCE COMPANY$13K$0$13K100.0%1

History & trajectory

11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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