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  2. MONTGOMERY BANCORPORATION, INC.
Sponsor portfolio

MONTGOMERY BANCORPORATION, INC.

EIN 43-1350414-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
1
$25.4M assets
Welfare
1
$225K premiums
Participants
366
ONE MONTGOMERY BANK PLAZA - SIKESTON, MO 63801573-472-5475
Plans on this EIN
2 filings
#001401k-$25.4M - 246 part#501Mixed-$225K - 203 lives

Benefits portfolio analytics

1 plan / $225K premiums / 203 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$225K
  • Dental$209K
  • Vision$209K
  • Short-term disability$209K
  • Long-term disability$209K
  • Other$209K
Total $225K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • RENAISSANCE LIFE & HEALTH INSURANCE COMPANY OF AMERICA93%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA7%
Total $225K2 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • MITCHELL INSURANCE INC91%
  • JOHN W NISWONGER4%
  • JOSEPH NISWONGER3%
  • SUSAN MARIE WEITKAMP1%
Total $24K4 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

MONTGOMERY BANK 401(K) PLAN

401k

Assets$25.4M
Participants246
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MONTGOMERY BANK WELFARE BENEFIT PLAN

Mixed - RENAISSANCE LIFE & HEALTH INSURANCE COMPANY OF AMERICA

Premiums$225K
Covered lives203
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MONTGOMERY BANK 401(K) PLAN401k$25.4M2462024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MONTGOMERY BANK WELFARE BENEFIT PLANMixedRENAISSANCE LIFE & HEALTH INSURANCE COMPANY OF AMERICA$225K2032024
Retirement plans
Welfare plans
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