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Sponsor portfolioWelfare / HealthEIN 37-0573575

FIRST NATIONAL BANK OF WATERLOO

228 SOUTH MAIN STREET · WATERLOO, IL 62298
6189396194
Plans filed
3
Years active
2016–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$96K
No prior year
Persons covered
380
No prior year
Total participants
159
No prior year
Plans filed
3
No prior year

Plans under this sponsor

3 plans
Plan #501$1.5M
FIRST NATIONAL BANK OF WATERLOO MEDICAL PLAN
Fully insured177 covered·1 carrier
Primary: AETNA LIFE INSURANCE COMPANY
Plan #502$96K
FIRST NATIONAL BANK OF WATERLOO LIFE AND DISABILITY PLAN
Fully insured380 covered·1 carrier
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #503$3K
FIRST NATIONAL BANK OF WATERLOO
Fully insured0 covered·1 carrier
Primary: AETNA BEHAVIORAL HEALTH, LLC

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$96K25.0%
Short-term disability$96K25.0%
Long-term disability$96K25.0%
Other$96K25.0%

Carrier overview

1 carrier · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
LSTDLTDOth
$96K100.0%11380

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
USI INSURANCE SERVICES LLCSAINT LOUIS, MOUNITEDHEALTHCARE INSURANCE COMPANY$10K$0$10K100.0%1

History & trajectory

10 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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