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Sponsor portfolioTH

BANK OF TRAVELERS REST

EIN 57-0282578-banking-Latest filing 2025
Plans
3
Retirement
1
$40.7M assets
Welfare
2
$1.9M premiums
Participants
542
42 PLAZA DRIVE - TRAVELERS REST, SC 29690864-834-9031bankoftravelersrest.comLinkedIn51-200 employeesbanking
Plans on this EIN
3 filings
#001ESOP-$40.7M - 191 part#502Fully Insured-$1.8M - 186 lives#503Fully Insured-$153K - 165 lives

Benefits portfolio analytics

2 plans / $1.9M premiums / 351 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Dental$1.7M
  • Prescription drug$1.7M
  • Life$153K
  • Short-term disability$153K
  • Long-term disability$153K
  • +2 more
Total $1.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY8%
  • COMMUNITY EYE CARE1%
Total $1.9M3 slices

Broker market share

Schedule A broker compensation

Split broker
74%top
  • RSC INSURANCE BROKERAGE INC74%
  • ENROLLEASE26%
Total $88K2 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

BANK OF TRAVELERS REST EMPLOYEE STOCK OWNERSHIP PLAN (WITH 401(K) PROVISIONS)

ESOP

Assets$40.7M
Participants191
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

BANK OF TRAVELERS REST HEALTH & WELFARE PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA

Premiums$1.8M
Covered lives186
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

BANK OF TRAVELERS REST GROUP LIFE & DISABILITY PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$153K
Covered lives165
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BANK OF TRAVELERS REST EMPLOYEE STOCK OWNERSHIP PLAN (WITH 401(K) PROVISIONS)ESOP$40.7M1912025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502BANK OF TRAVELERS REST HEALTH & WELFARE PLANFully InsuredBLUE CROSS BLUE SHIELD OF SOUTH CAROLINA$1.8M1862025
503BANK OF TRAVELERS REST GROUP LIFE & DISABILITY PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$153K1652025
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