Form 5500 · Employee benefit plan · CONCORD, NH
NEW HAMPSHIRE BANKERS ASSOCIATION INSURANCE TRUST
NEW HAMPSHIRE BANKERS ASSOCIATION INSURANCE TRUST of CONCORD, NH spreads its employee benefits across 3 insurance carriers, according to its Form 5500 Schedule A. Its broker of record is NEW HAMPSHIRE BANKERS SERVICES, LLC. Coverage is written through SYMETRA LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 02-6005138 · plan 501 · as of Aug 2026
Plan brief
Schedule A lists 4 insured contracts covering dental, vision, life, disability and stop-loss; the largest, with SYMETRA LIFE INSURANCE COMPANY, covers 516 people.
The only insured piece of the health benefit is stop-loss coverage — the plan itself is self-funded, so premium and commission here reflect the stop-loss contract, not medical premium.
Reported premium across the insured contracts is $2,609,729, with $38,999 in disclosed broker commissions — about 1.5% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
NEW HAMPSHIRE BANKERS SERVICES, LLC is the broker of record on 3 of the 4 contracts; the rest name a different broker or none.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| SYMETRA LIFE INSURANCE COMPANY | Life, Disability | 442 | December | $350,222 | $25,034 |
| ANTHEM HEALTH PLANS OF NEW HAMPSHIRE, INC. | Vision | 1,187 | December | $73,786 | $7,720 |
| DELTA DENTAL PLAN OF NEW HAMPSHIRE, INC. | Dental | 1,487 | December | $835,850 | $6,245 |
| SYMETRA LIFE INSURANCE COMPANY | Stop-loss | 516 | December | $1,349,871 | $0 |
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