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Sponsor portfolio

CARROLLTON BANK

EIN 37-0207180-banking-Latest filing 2025
Plans
2
Retirement
1
$108.6M assets
Welfare
1
$382K premiums
Participants
560
315 SIXTH ST. PO BOX 232 - CARROLLTON, IL 62016217-942-9308carrolltonbanking.comLinkedIn201-500 employeesbanking
Plans on this EIN
2 filings
#001401k-$108.6M - 348 part#503Mixed-$382K - 277 lives

Benefits portfolio analytics

1 plan / $382K premiums / 277 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$166K
  • Short-term disability$116K
  • Long-term disability$116K
  • Life$80K
  • Vision$19K
Total $382K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
65%top
  • STANDARD INSURANCE COMPANY65%
  • PRINCIPAL LIFE INSURANCE COMPANY30%
  • EYE MED5%
Total $382K3 slices

Broker market share

Schedule A broker compensation

Split broker
80%top
  • LOCKTON COMPANIES, LLC80%
  • GIS BENEFITS INC14%
  • SUNSTAR INSURANCE GROUP LLC6%
Total $41K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CARROLLTON BANK EMPLOYEES 401(K) AND PROFIT SHARING PLAN

401k

Assets$108.6M
Participants348
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

CARROLLTON BANK EMPLOYEE BENEFIT(S) PLAN

Mixed - STANDARD INSURANCE COMPANY

Premiums$382K
Covered lives277
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CARROLLTON BANK EMPLOYEES 401(K) AND PROFIT SHARING PLAN401k$108.6M3482025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503CARROLLTON BANK EMPLOYEE BENEFIT(S) PLANMixedSTANDARD INSURANCE COMPANY$382K2772025
Retirement plans
Welfare plans
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