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Sponsor portfolio

COMMUNITY FINANCIAL SERVICES, INC.

EIN 61-1016269-computer networking-Latest filing 2025
Plans
3
Retirement
2
$32.3M assets
Welfare
1
$193K premiums
Participants
703
221 W. 5TH STREET - BENTON, KY 42025270-527-8616communitycablebroadband.comLinkedIn1-10 employeescomputer networking
Plans on this EIN
3 filings
#001ESOP-$28.2M - 240 part#002401k-$4.1M - 250 part#501Fully Insured-$193K - 325 lives

Retirement portfolio analytics

2 plans aggregated / $32.3M assets / 490 participants

Assets by plan

Share of aggregate retirement assets

87%top
  • EMPLOYEE STOCK OWNERSHIP (#001)87%
  • SERVICES BANK 401(K) (#002)13%
Total $32.3MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
87%top
  • ASCENSUS LLC87%
  • (Not disclosed)13%
Total $32.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SERVICES BANK 401(K) (#002)250
  • EMPLOYEE STOCK OWNERSHIP (#001)240
Total 490Click row to drill in

Benefits portfolio analytics

1 plan / $193K premiums / 325 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$112K
  • Life$85K
  • Short-term disability$61K
  • Long-term disability$51K
  • Health$18K
  • Dental$18K
  • +1 more
Total $193K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY78%
  • ANTHEM LIFE INSURANCE COMPANY22%
Total $193K2 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • KENBANC INSURANCE INC96%
  • MORGAN TREVATHAN GUNN INC4%
Total $36K2 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

COMMUNITY FINANCIAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$28.2M
Participants240
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

COMMUNITY FINANCIAL SERVICES BANK 401(K) PLAN

401k

Assets$4.1M
Participants250
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

COMMUNITY FINANCIAL SERVICES, INC. EMPLOYEE BENEFIT PLAN

Fully Insured - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$193K
Covered lives325
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001COMMUNITY FINANCIAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$28.2M2402024
002COMMUNITY FINANCIAL SERVICES BANK 401(K) PLAN401k$4.1M2502025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501COMMUNITY FINANCIAL SERVICES, INC. EMPLOYEE BENEFIT PLANFully InsuredRELIANCE STANDARD LIFE INSURANCE COMPANY$193K3252025
Retirement plans
Welfare plans
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