Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.3M
- Life$69K
- Other$69K
- Short-term disability$43K
- Long-term disability$26K
- Vision$8K
- +1 more
Sponsor portfolio
HICKORY POINT BANK & TRUST
EIN 37-1052394bankingLatest filing 2025
Plans
2
Retirement
1
$14.6M assets
Welfare
1
$1.5M premiums
Participants
327
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.5M premiums / 142 covered livesCarrier market share
Premium dollars by Schedule A carrier
49%top
- HEALTH ALLIANCE MEDICAL PLANS49%
- BLUE CROSS OF CALIFORNIA41%
- UNITED OF OMAHA LIFE INSURANCE COMPANY9%
- PROTEC INSURANCE COMPANY1%
- DELTA DENTAL OF CALIFORNIA1%
Broker market share
Schedule A broker compensation
64%top
- DANONE SIMPSON INSURANCE SERVICES64%
- TRAVIS HURT25%
- HUB INTERNATIONAL MIDWEST LIMITED10%
- BAUGHMAN GROUP1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HICKORY POINT BANK & TRUST 401(K) PLAN
401k
Assets$14.6M
Participants202
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HICKORY POINT BANK EMPLOYEE BENEFITS PLAN
Fully Insured - HEALTH ALLIANCE MEDICAL PLANS
Premiums$1.5M
Covered lives142
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HICKORY POINT BANK & TRUST 401(K) PLAN | 401k | $14.6M | 202 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HICKORY POINT BANK EMPLOYEE BENEFITS PLAN | Fully Insured | HEALTH ALLIANCE MEDICAL PLANS | $1.5M | 142 | 2025 |
Retirement plans
Welfare plans