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Form 5500 · Employee benefit plan · IRON MOUNTAIN, MI

FIRST NATIONAL BANK & TRUST

FIRST NATIONAL BANK & TRUST's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is MICHIGAN PLANNERS, INC.. Coverage is written through UNITED OF OMAHA LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in December.

Benefits broker of record
MICHIGAN PLANNERS, INC.
Insurance carrier
UNITED OF OMAHA LIFE INSURANCE COMPANY
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 38-0680825 · plan 501 · as of Jul 2026

Participants
106
Carriers on file
2
Disclosed commissions
$3,647
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITED OF OMAHA LIFE INSURANCE COMPANYLife30December$2,708
UNITED OF OMAHA LIFE INSURANCE COMPANYLife110December$939

Questions

Who is FIRST NATIONAL BANK & TRUST's benefits broker?

Per its most recent Form 5500 Schedule A, FIRST NATIONAL BANK & TRUST's broker of record is MICHIGAN PLANNERS, INC..

What insurance carrier does FIRST NATIONAL BANK & TRUST use?

FIRST NATIONAL BANK & TRUST's benefit plan is written through UNITED OF OMAHA LIFE INSURANCE COMPANY, among 2 disclosed carriers.

When does FIRST NATIONAL BANK & TRUST's group plan renew?

The most recent Schedule A policy period for FIRST NATIONAL BANK & TRUST ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from FIRST NATIONAL BANK & TRUST's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.