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  2. INTRUST FINANCIAL CORPORATION
Sponsor portfolioTH

INTRUST FINANCIAL CORPORATION

EIN 48-0937376-banking-Latest filing 2024
Plans
3
Retirement
2
$293.4M assets
Welfare
1
$1.6M premiums
Participants
2,920
P.O. BOX 1 - WICHITA, KS 672019819316-383-1188LinkedIn501-1000 employeesbanking
Plans on this EIN
3 filings
#002401k-$205.6M - 1,183 part#001TraditionalDB-$87.8M - 893 part#505Mixed-$1.6M - 706 lives

Retirement portfolio analytics

2 plans aggregated / $293.4M assets / 2,076 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • INTRUST 401(K) (#002)70%
  • EMPLOYEES' RETIREMENT PLAN (#001)30%
Total $293.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INTRUST 401(K) (#002)1,183
  • EMPLOYEES' RETIREMENT PLAN (#001)893
Total 2,076Click row to drill in

Benefits portfolio analytics

1 plan / $1.6M premiums / 706 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$1.4M
  • Vision$82K
  • Other$37K
Total $1.6M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • HCC LIFE INSURANCE COMPANY92%
  • SURENCY LIFE AND HEALTH5%
  • AFLAC2%
  • DELTA DENTAL OF CALIFORNIA0%
Total $1.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • LOCKTON COMPANIES, LLC91%
  • GAIL A COE2%
  • JOHN G CATE1%
  • JUSTIN C CARSON1%
  • LARRY BARR1%
  • +3 more
Total $49K8 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

INTRUST 401(K) PLAN

401k

Assets$205.6M
Participants1,183
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

INTRUST FINANCIAL CORPORATION EMPLOYEES' RETIREMENT PLAN

TraditionalDB

Assets$87.8M
Participants893
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

INTRUST FINANCIAL CORPORATION CAFETERIA PLAN

Mixed - TOKIO MARINE

Premiums$1.6M
Covered lives706
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002INTRUST 401(K) PLAN401k$205.6M1,1832024
001INTRUST FINANCIAL CORPORATION EMPLOYEES' RETIREMENT PLANTraditionalDB$87.8M8932024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505INTRUST FINANCIAL CORPORATION CAFETERIA PLANMixedTOKIO MARINE$1.6M7062024
Retirement plans
Welfare plans
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