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Sponsor portfolio

HBT FINANCIAL, INC.

EIN 37-1117216-Latest filing 2025
Plans
2
Retirement
1
$95.0M assets
Welfare
1
$683K premiums
Participants
1,808
401 NORTH HERSHEY ROAD - BLOOMINGTON, IL 61702309-662-4444
Plans on this EIN
2 filings
#002401k-$95.0M - 1,009 part#501Mixed-$683K - 1,110 lives

Benefits portfolio analytics

1 plan / $683K premiums / 1,110 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$622K
  • Short-term disability$622K
  • Long-term disability$622K
  • Other$622K
  • Vision$62K
Total $683K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA91%
  • EYEMED VISION CARE9%
Total $683K2 slices

Broker market share

Schedule A broker compensation

Split broker
59%top
  • USI INSURANCE SERVICES LLC59%
  • COTTINGHAM & BUTLER41%
Total $89K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

HBT FINANCIAL, INC. EMPLOYEES PROFIT SHARING TRUST

401k

Assets$95.0M
Participants1,009
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HBT FINANCIAL, INC. WELFARE BENEFIT PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$683K
Covered lives1,110
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002HBT FINANCIAL, INC. EMPLOYEES PROFIT SHARING TRUST401k$95.0M1,0092024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HBT FINANCIAL, INC. WELFARE BENEFIT PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$683K1,1102025
Retirement plans
Welfare plans
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