Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$312K
- Other$189K
- Life$166K
- Short-term disability$166K
- Long-term disability$166K
- Dental$77K
- +1 more
Sponsor portfolio
MONTICELLO BANKSHARES, INC.
EIN 61-1011305Latest filing 2025
Plans
2
Retirement
1
$15.7M assets
Welfare
1
$597K premiums
Participants
365
50 NORTH MAIN STREET, PO BOX 421 - MONTICELLO, KY 42633606-348-1275
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $597K premiums / 241 covered livesCarrier market share
Premium dollars by Schedule A carrier
52%top
- SYMETRA LIFE INSURANCE COMPANY52%
- HARTFORD LIFE AND ACCIDENT28%
- DELTA DENTAL OF CALIFORNIA16%
- UNUM LIFE INSURANCE COMPANY OF AMERICA4%
Broker market share
Schedule A broker compensation
95%top
- HOUCHENS INSURANCE GROUP INC95%
- ASSUREDPARTNERS2%
- DEBORAH S GOLDEN1%
- TED BENNETT1%
- KRISTIN BENNETT0%
- +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#002
MONTICELLO BANKSHARES, INC. RETIREMENT SAVINGS PLAN
401k
Assets$15.7M
Participants208
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MONTICELLO BANKSHARES, INC. EMPLOYEE BENEFITS PLAN
Mixed - SYMETRA-STEALTH (SLIS)
Premiums$597K
Covered lives241
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MONTICELLO BANKSHARES, INC. RETIREMENT SAVINGS PLAN | 401k | $15.7M | 208 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MONTICELLO BANKSHARES, INC. EMPLOYEE BENEFITS PLAN | Mixed | SYMETRA-STEALTH (SLIS) | $597K | 241 | 2025 |
Retirement plans
Welfare plans