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Sponsor portfolioWelfare / HealthEIN 31-0393100

THE NORTH SIDE BANK & TRUST CO.

4125 HAMILTON AVENUE · CINCINNATI, OH 452232246
5135427800
Plans filed
2
Years active
2020–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$72K
No prior year
Persons covered
206
No prior year
Total participants
206
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #502$40K
THE NORTH SIDE BANK & TRUST CO. WELFARE PLAN
Fully insured104 covered·1 carrier
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA
Plan #503$32K
THE NORTH SIDE BANK & TRUST CO. SHORT TERM DISABILITY
Fully insured102 covered·1 carrier
Primary: PRINCIPAL LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$40K26.3%
Long-term disability$40K26.3%
Other$40K26.3%
Short-term disability$32K21.0%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LLTDOth
$40K55.6%11104
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
STD
$32K44.4%11102

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
CAI INSURANCE AGENCY INCCINCINNATI, OHUNUM LIFE INSURANCE COMPANY OF AMERICA, PRINCIPAL LIFE INSURANCE COMPANY$7K$955$8K100.0%2

History & trajectory

6 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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