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Sponsor portfolioWelfare / HealthEIN 38-0579985
FIRST BANK, UPPER MICHIGAN
1921 3RD AVE. NORTH · ESCANABA, MI 49829
9067860220
- Plans filed
- 2
- Years active
- 2018–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$1.2M
No prior year
Persons covered
299
No prior year
Total participants
164
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $983K | 68.8% | |
| Other | $104K | 7.3% | |
| Life | $83K | 5.8% | |
| Short-term disability | $83K | 5.8% | |
| Long-term disability | $83K | 5.8% | |
| Dental | $78K | 5.4% | |
| Vision | $14K | 1.0% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 382069753 | H | $983K | 83.4% | 1 | 1 | 149 |
EIN 135581829 | LSTDLTDOth | $83K | 7.1% | 1 | 1 | 299 |
EIN 381791480 | D | $78K | 6.6% | 1 | 1 | 164 |
EIN 570144607 | Oth | $21K | 1.8% | 1 | 1 | 46 |
EIN 390493780 | V | $14K | 1.2% | 1 | 1 | 77 |
Broker overview
8 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ADVANCED BENEFIT SOLUTIONS INC | CADILLAC, MI | NATIONAL GUARDIAN LIFE INSURANCE, DELTA DENTAL OF MICHIGAN, METROPOLITAN LIFE INSURANCE COMPANY | $21K | $11K | $32K | 44.2% | 1 |
| JENNIFER LEE WOLFE | MARQUETTE, MI | BLUE CROSS BLUE SHIELD OF MICHIGAN | $25K | $0 | $25K | 34.2% | 1 |
| ACRISURE LLC | MARQUETTE, MI | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $2K | $6K | 7.7% | 1 |
| MARK ALAN ERICKSON | BARK RIVER, MI | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $2K | $4K | 5.0% | 1 |
| DAVID PEPIN | ESCANABA, MI | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $1K | $3K | 3.8% | 1 |
| BRITT CURNOW | CRYSTAL FALLS, MI | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $1K | $2K | 3.5% | 1 |
| MARKS BENEFIT MANAGEMENT LLC | FAYETTEVILLE, AR | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $681 | $367 | $1K | 1.5% | 1 |
| JAN M WOLF | ISHPEMING, MI | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $123 | $0 | $123 | 0.2% | 1 |
History & trajectory
8 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