Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$363K
- Dental$79K
- Vision$79K
- Life$58K
- Other$58K
- Long-term disability$24K
- +1 more
Sponsor portfolioTH
OCONEE STATE BANK
EIN 58-0827782bankingLatest filing 2025
Plans
2
Retirement
1
$10.0M assets
Welfare
1
$539K premiums
Participants
237
41 NORTH MAIN STREET, PO BOX 205 - WATKINSVILLE, GA 30677706-769-6611oconeestatebank.comLinkedIn51-200 employeesbanking
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $539K premiums / 110 covered livesCarrier market share
Premium dollars by Schedule A carrier
67%top
- GREAT MIDWEST INSURANCE COMPANY67%
- UNITED OF OMAHA LIFE INSURANCE COMPANY17%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA15%
- UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Broker market share
Schedule A broker compensation
98%top
- IMA, INC.98%
- THE HORTON GROUP1%
- R J K & ASSOCIATES INC0%
- CINDY L WOOD0%
- DORIS M KERCHNER0%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
OCONEE STATE BANK 401(K) PLAN
401k
Assets$10.0M
Participants129
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
OCONEE STATE BANK EMPLOYEE BENEFITS PLAN
Mixed - GREAT MIDWEST INSURANCE COMPANY
Premiums$539K
Covered lives110
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | OCONEE STATE BANK 401(K) PLAN | 401k | $10.0M | 129 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | OCONEE STATE BANK EMPLOYEE BENEFITS PLAN | Mixed | GREAT MIDWEST INSURANCE COMPANY | $539K | 110 | 2025 |
Retirement plans
Welfare plans