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Sponsor portfolio

MAGNOLIA BANK, INCORPORATED

EIN 61-0126230-Latest filing 2025
Plans
2
Retirement
1
$16.5M assets
Welfare
1
$683K premiums
Participants
611
651 WEST DIXIE AVENUE, PO BOX 188 - ELIZABETHTOWN, KY 42701270-358-6701
Plans on this EIN
2 filings
#001401k-$16.5M - 337 part#502Fully Insured-$683K - 472 lives

Benefits portfolio analytics

1 plan / $683K premiums / 472 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$277K
  • Stop-loss$243K
  • Life$224K
  • Short-term disability$224K
  • Long-term disability$224K
  • Dental$132K
  • +1 more
Total $683K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
36%top
  • ANTHEM LIFE INSURANCE COMPANY36%
  • HARTFORD LIFE AND ACCIDENT33%
  • DELTA DENTAL OF CALIFORNIA24%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA8%
Total $683K4 slices

Broker market share

Schedule A broker compensation

Split broker
75%top
  • GREEN & HALLIBURTON INC75%
  • VARIOUS - SEE ATTACHED25%
Total $55K2 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

MAGNOLIA BANK RETIREMENT SAVINGS PLAN

401k

Assets$16.5M
Participants337
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

MAGNOLIA BANK, INCORPORATED EMPLOYEE BENEFITS PLAN

Fully Insured - ANTHEM HEALTH PLANS OF KY, INC.

Premiums$683K
Covered lives472
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MAGNOLIA BANK RETIREMENT SAVINGS PLAN401k$16.5M3372024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502MAGNOLIA BANK, INCORPORATED EMPLOYEE BENEFITS PLANFully InsuredANTHEM HEALTH PLANS OF KY, INC.$683K4722025
Retirement plans
Welfare plans
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