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
Sponsor portfolio
TRADITIONAL BANK, INC.
EIN 61-0284535bankingLatest filing 2025
Plans
3
Retirement
1
$46.3M assets
Welfare
2
$1.0M premiums
Participants
708
P. O. BOX 326 - MT. STERLING, KY 40353859-498-0414traditionalbank.comLinkedIn51-200 employeesbanking
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $1.0M premiums / 527 covered livesCarrier market share
Premium dollars by Schedule A carrier
65%top
- ANTHEM LIFE INSURANCE COMPANY65%
- SYMETRA LIFE INSURANCE COMPANY17%
- DELTA DENTAL OF CALIFORNIA14%
- AMERICAN HERITAGE LIFE INSURANCE COMPANY4%
Broker market share
Schedule A broker compensation
78%top
- BENEFIT INSURANCE MARKETING, INC.78%
- JAMES R NELLIGAN & ASSOCIATES LLC16%
- WILLIAM E MOLONEY5%
- PHIL HUMPHRIES1%
- HUMPHRIES INSURANCE AGENCY LLC0%
- +1 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
TRADITIONAL BANK, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$46.3M
Participants325
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
TRADITIONAL BANK, INC. BENEFITS WRAP PLAN
Mixed - ANTHEM HEALTH PLANS OF KENTUCKY, INC.
Premiums$993K
Covered lives407
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
TRADITIONAL BANK, INC. CANCER PLAN
Fully Insured - AMERICAN HERITAGE LIFE INSURANCE COMPANY
Premiums$41K
Covered lives120
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | TRADITIONAL BANK, INC. 401(K) PROFIT SHARING PLAN | 401k | $46.3M | 325 | 2025 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | TRADITIONAL BANK, INC. BENEFITS WRAP PLAN | Mixed | ANTHEM HEALTH PLANS OF KENTUCKY, INC. | $993K | 407 | 2025 | |
| 502 | TRADITIONAL BANK, INC. CANCER PLAN | Fully Insured | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $41K | 120 | 2025 |
Retirement plans
Welfare plans