PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Traditional Bank, Inc.
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Traditional Bank, Inc.

EIN 61-0284535-banking-Latest filing 2025
Plans
3
Retirement
1
$46.3M assets
Health & Benefits
2
$1.0M premiums
Participants
708
P. O. BOX 326 - MT. STERLING, KY 40353859-498-0414traditionalbank.comLinkedIn51-200 employeesbanking
Plans on this EIN
3 filings
#003401(k)-$46.3M - 325 part#501Mixed-$993K - 407 lives#502Fully insured-$41K - 120 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.

Benefits portfolio analytics

2 plans / $1.0M premiums / 527 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$675K
  • Stop-loss$675K
  • Other$217K
  • Life$177K
  • Short-term disability$177K
  • Long-term disability$177K
  • +2 more
Total $1.0M8 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#003

TRADITIONAL BANK, INC. 401(K) PROFIT SHARING PLAN

401(k)

Assets$46.3M
Participants325
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

TRADITIONAL BANK, INC. BENEFITS WRAP PLAN

Mixed - ANTHEM HEALTH PLANS OF KENTUCKY, INC.

Premiums$993K
Covered lives407
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502

TRADITIONAL BANK, INC. CANCER PLAN

Fully insured - AMERICAN HERITAGE LIFE INSURANCE COMPANY

Premiums$41K
Covered lives120
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#003TRADITIONAL BANK, INC. 401(K) PROFIT SHARING PLAN401(k)$46.3M3252025
  • TRADITIONAL BANK, INC. 401(K) PROFIT SHARING PLAN$46.3M
    #003 · 401(k) · 2025325

Health & Benefits plans

2 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501TRADITIONAL BANK, INC. BENEFITS WRAP PLANMixedANTHEM HEALTH PLANS OF KENTUCKY, INC.$993K4072025
#502TRADITIONAL BANK, INC. CANCER PLANFully insuredAMERICAN HERITAGE LIFE INSURANCE COMPANY$41K1202025
  • TRADITIONAL BANK, INC. BENEFITS WRAP PLAN$993K
    #501 · Mixed · ANTHEM HEALTH PLANS OF KENTUCKY, INC. · 2025407
  • TRADITIONAL BANK, INC. CANCER PLAN$41K
    #502 · Fully insured · AMERICAN HERITAGE LIFE INSURANCE COMPANY · 2025120
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica