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Sponsor portfolioWelfare / HealthEIN 73-0222372

FIRST UNITED BANK & TRUST CO.

1400 W MAIN ST · DURANT, OK 747014906
5809242211
Plans filed
7
Years active
2015–2024
Industry
NAICS 52
Latest filing
2024
Total premiums (latest)
$3.2M
No prior year
Persons covered
1,809
No prior year
Total participants
1,877
No prior year
Plans filed
7
No prior year

Plans under this sponsor

7 plans
Plan #501$3.2M
FIRST UNITED BANK & TRUST CO. WELFARE BENEFITS PLAN
Mixed1,809 covered·3 carriers
Primary: DELTA DENTAL
Plan #503$902K
FIRST UNITED BANK & TRUST DENTAL PLAN
Fully insured0 covered·1 carrier
Primary: DELTA DENTAL
Plan #502$530K
FIRST UNITED BANK & TRUST LIFE AND LONG TERM DISABILITY PLAN
Fully insured0 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #506$191K
GROUP LIFE, DEPENDENT LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT AND DEPENDENT INSURANCE FOR EMPLOYEES OF FIRST UNITED BANK & TRUST
Fully insured0 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #504$170K
FIRST UNITED BANK & TRUST VISION PLAN
Fully insured0 covered·1 carrier
Primary: VISION SERVICE PLAN
Plan #505$143K
WEEKLY DISABILITY INCOME INSURANCE FOR EMPLOYEES OF FIRST UNITED BANK & TRUST
Fully insured0 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #507$0
FIRST UNITED BANK CAFETERIA PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$1.2M28.4%
Life$1.0M24.1%
Other$1.0M24.1%
Long-term disability$527K12.6%
Vision$230K5.5%
Short-term disability$220K5.3%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LSTDLTDOth
$1.8M55.3%141,809
DELTA DENTAL OF CALIFORNIA
EIN 237322578
D
$1.2M37.4%111,645
VISION SERVICE PLAN
EIN 061227840
V
$230K7.2%111,320

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
LOCKTON COMPANIES, LLCDALLAS, TXTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY, VISION SERVICE PLAN, DELTA DENTAL$221K$88K$309K95.4%1
FIRST UNITED BANK INS SLTNS INCDURANT, OKTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$15K$0$15K4.6%1
FIRST UNITED BANK INSURANCE SOLUTIOMOORE, OKVISION SERVICE PLAN$9$0$90.0%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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