PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. FIRST DAKOTA NATIONAL BANK

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 46-0208038

FIRST DAKOTA NATIONAL BANK

225 CEDAR STREET, P.O. BOX 156 · YANKTON, SD 570780156
6056657432
Plans filed
2
Years active
2015–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$622K
No prior year
Persons covered
529
No prior year
Total participants
367
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #502$622K
FIRST DAKOTA NATIONAL BANK HEALTH AND WELFARE PLAN
Mixed529 covered·5 carriers
Primary: DELTA DENTAL OF SOUTH DAKOTA
Plan #503$4K
FIRST DAKOTA NATIONAL BANK EMPLOYEE ASSISTANCE PROGRAM
Fully insured365 covered·1 carrier
Primary: CURALINC HEALTHCARE

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$292K41.5%
Life$135K19.2%
Other$135K19.2%
Long-term disability$82K11.7%
Vision$59K8.4%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
DELTA DENTAL OF CALIFORNIA
EIN 460309258
D
$292K47.0%11529
STANDARD INSURANCE COMPANY
EIN 930242990
VLLTDOth
$277K44.5%13356
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
Oth
$41K6.5%1366
CURALINC HEALTHCARE
EIN 331206383
Oth
$9K1.4%11365
PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD
EIN 731016728
Oth
$4K0.6%1119

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCSIOUX FALLS, SDSTANDARD INSURANCE COMPANY, PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD, UNITED OF OMAHA LIFE INSURANCE COMPANY, DELTA DENTAL OF SOUTH DAKOTA$33K$1K$35K98.9%1
WILLIAM J WALKERWAYLAND, IAPRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD$176$0$1760.5%1
BRADLEY L WALKERWASHINGTON, IAPRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD$162$0$1620.5%1
ITEM III TRUST U/W DAVID A SAVULAATLANTA, GAPRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD$33$0$330.1%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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica