Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$239K
- Life$35K
- Other$35K
- Short-term disability$20K
- Long-term disability$16K
Sponsor portfolio
CALLAWAY SECURITY BANKS, INC.
EIN 43-1214879Finance and InsuranceLatest filing 2024
Plans
5
Retirement
1
$12.1M assets
Welfare
4
$311K premiums
Participants
520
5 EAST 5TH STREET - FULTON, MO 65251573-642-3322
Benefits portfolio analytics
4 plans / $311K premiums / 353 covered livesCarrier market share
Premium dollars by Schedule A carrier
77%top
- SUN LIFE ASSURANCE COMPANY OF CANADA77%
- DEARBORN LIFE INSURANCE COMPANY23%
Broker market share
Schedule A broker compensation
59%top
- NAUGHT-NAUGHT AGENCY59%
- LUMINARE HEALTH BENEFITS, INC.41%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
CALLAWAY SECURITY BANKS, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$12.1M
Participants166
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE CALLAWAY BANK HEALTH AND WELFARE PLAN
Self Funded - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$239K
Covered lives65
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
THE CALLAWAY BANK LIFE INSURANCE PLAN
Fully Insured - DEARBORN LIFE INSURANCE COMPANY
Premiums$35K
Covered lives96
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
THE CALLAWAY BANK TEMPORARY DISABILITY PLAN
Fully Insured - DEARBORN LIFE INSURANCE COMPANY
Premiums$20K
Covered lives96
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
THE CALLAWAY BANK LONG - TERM DISABILITY PLAN
Fully Insured - DEARBORN LIFE INSURANCE COMPANY
Premiums$16K
Covered lives96
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | CALLAWAY SECURITY BANKS, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $12.1M | 166 | 2024 |
Welfare plans4
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE CALLAWAY BANK HEALTH AND WELFARE PLAN | Self Funded | SUN LIFE ASSURANCE COMPANY OF CANADA | $239K | 65 | 2024 | |
| 502 | THE CALLAWAY BANK LIFE INSURANCE PLAN | Fully Insured | DEARBORN LIFE INSURANCE COMPANY | $35K | 96 | 2024 | |
| 503 | THE CALLAWAY BANK TEMPORARY DISABILITY PLAN | Fully Insured | DEARBORN LIFE INSURANCE COMPANY | $20K | 96 | 2024 | |
| 504 | THE CALLAWAY BANK LONG - TERM DISABILITY PLAN | Fully Insured | DEARBORN LIFE INSURANCE COMPANY | $16K | 96 | 2024 |
Retirement plans
Welfare plans