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Sponsor portfolioWelfare / HealthEIN 36-3899872

SERVBANK, SB

3201 ORCHARD RD · OSWEGO, IL 60543
9254143987
Plans filed
1
Years active
2020–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$5.4M
No prior year
Persons covered
634
No prior year
Total participants
506
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$5.4M
SERVBANK, SB HEALTH AND WELFARE PLAN
Mixed634 covered·5 carriers
Primary: BLUE CROSS BLUE SHIELD OF ARIZONA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$5.1M48.6%
Prescription drug$5.1M48.6%
Other$147K1.4%
Short-term disability$55K0.5%
Vision$40K0.4%
Long-term disability$39K0.4%
Life$22K0.2%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 860004538
HRx
$5.1M94.8%11634
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LSTDLTDOth
$223K4.2%15504
AMERITAS LIFE INSURANCE CORP.
EIN 470098400
V
$40K0.7%11355
HEADSPACE
EIN 461777570
Oth
$10K0.2%11130
INTEGRATED BEHAVIORAL HEALTH
EIN 330851349
Oth
$8K0.1%11423

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
TMS INSURANCE LLCPHOENIX, AZBLUE CROSS BLUE SHIELD OF ARIZONA$190K$0$190K62.8%1
M & O AGENCIES INCMESA, AZTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY, BLUE CROSS BLUE SHIELD OF ARIZONA, AMERITAS LIFE INSURANCE COMPANY$111K$2K$113K37.2%1

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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