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Sponsor portfolioTH

SPRINGS VALLEY BANK & TRUST COMPANY

EIN 35-0749025-financial services-Latest filing 2025
Plans
2
Retirement
1
$22.3M assets
Welfare
1
$236K premiums
Participants
265
PO BOX 830 - JASPER, IN 475470830812-634-1010svbt.bankLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filings
#008401k-$22.3M - 142 part#501Mixed-$236K - 187 lives

Benefits portfolio analytics

1 plan / $236K premiums / 187 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$142K
  • Life$114K
  • Short-term disability$114K
  • Long-term disability$114K
  • Dental$67K
  • Vision$26K
Total $236K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • AMERICAN UNITED LIFE INSURANCE COMPANY49%
  • HEALTH RESOURCES, INC.29%
  • VISION SERVICE PLAN11%
  • HCC LIFE INSURANCE COMPANY7%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA5%
Total $236K5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $29K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#008

SPRINGS VALLEY BANK & TRUST COMPANY RETIREMENT PROFIT SHARING PLAN

401k

Assets$22.3M
Participants142
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SPRINGS VALLEY BANK & TRUST COMPANY EMPLOYEE BENEFIT PLAN

Mixed - AMERICAN UNITED LIFE INSURANCE COMPANY

Premiums$236K
Covered lives187
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
008SPRINGS VALLEY BANK & TRUST COMPANY RETIREMENT PROFIT SHARING PLAN401k$22.3M1422025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SPRINGS VALLEY BANK & TRUST COMPANY EMPLOYEE BENEFIT PLANMixedAMERICAN UNITED LIFE INSURANCE COMPANY$236K1872025
Retirement plans
Welfare plans
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