Carrier market share
Premium dollars by Schedule A carrier
100%top
- PRINCIPAL LIFE INSURANCE COMPANY100%
Sponsor portfolio
WB&T BANKSHARES, INC.
EIN 58-1853934bankingLatest filing 2025
Plans
3
Retirement
1
$14.7M assets
Welfare
2
$39K premiums
Participants
324
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $39K premiums / 124 covered livesBundled
Broker market share
Schedule A broker compensation
52%top
- PARTNERS BENEFIT GROUP LLC52%
- JAMES R NELLIGAN & ASSOCIATES LLC25%
- POINTENORTH INSURANCE GROUP22%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WB&T BANKSHARES, INC. 401(K) PLAN
401k
Assets$14.7M
Participants163
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
WB&T BANKSHARES, INC. WELFARE BENEFIT PLAN
Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY
Premiums$39K
Covered lives124
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
WB&T BANKSHARES, INC.
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WB&T BANKSHARES, INC. 401(K) PLAN | 401k | $14.7M | 163 | 2025 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | WB&T BANKSHARES, INC. WELFARE BENEFIT PLAN | Fully Insured | PRINCIPAL LIFE INSURANCE COMPANY | $39K | 124 | 2025 | |
| 501 | WB&T BANKSHARES, INC. | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans