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Sponsor portfolio

WHITAKER BANK CORPORATION OF KY

EIN 61-1208135-banking-Latest filing 2025
Plans
4
Retirement
0
Welfare
4
$875K premiums
Participants
1,276
2750 PARIS PIKE - LEXINGTON, KY 40511859-299-5246LinkedIn1-10 employeesbanking
Plans on this EIN
4 filings
#501Mixed-$550K - 258 lives#502Fully Insured-$144K - 636 lives#503Fully Insured-$128K - 345 lives#504Fully Insured-$54K - 345 lives

Benefits portfolio analytics

4 plans / $875K premiums / 1,584 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$550K
  • Dental$144K
  • Life$128K
  • Other$128K
  • Long-term disability$54K
Total $875K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
63%top
  • SYMETRA LIFE INSURANCE COMPANY63%
  • HARTFORD LIFE AND ACCIDENT21%
  • DELTA DENTAL OF CALIFORNIA16%
  • ANTHEM LIFE INSURANCE COMPANY0%
Total $875K4 slices

Broker market share

Schedule A broker compensation

Split broker
68%top
  • SBR SERVICES LLC68%
  • BENEFIT INSURANCE MARKETING, INC.23%
  • JAMES R NELLIGAN & ASSOCIATES LLC7%
  • BENEFIT ADVISORS SERVICES GROUP LLC1%
  • BENEFITS INS MARKETING INC0%
Total $144K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Welfare#501

WHITAKER BANK CORPORATION OF KENTUCKY SELF INS HEALTH CARE PLAN

Mixed - SYMETRA LIFE INSURANCE COMPANY

Premiums$550K
Covered lives258
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

WHITAKER BANK CORPORATION OF KENTUCKY DENTAL INSURANCE PLAN

Fully Insured - DELTA DENTAL OF KENTUCKY

Premiums$144K
Covered lives636
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

WHITAKER BANK CORPORATION OF KENTUCKY LIFE, SUPP LIFE, DEP LIFE, AD&D PLAN

Fully Insured - HARTFORD LIFE AND ACCIDENT

Premiums$128K
Covered lives345
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

WHITAKER BANK CORPORATION OF KENTUCKY LONG TERM DISABILITY PLAN

Fully Insured - HARTFORD LIFE AND ACCIDENT

Premiums$54K
Covered lives345
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WHITAKER BANK CORPORATION OF KENTUCKY SELF INS HEALTH CARE PLANMixedSYMETRA LIFE INSURANCE COMPANY$550K2582025
502WHITAKER BANK CORPORATION OF KENTUCKY DENTAL INSURANCE PLANFully InsuredDELTA DENTAL OF KENTUCKY$144K6362025
503WHITAKER BANK CORPORATION OF KENTUCKY LIFE, SUPP LIFE, DEP LIFE, AD&D PLANFully InsuredHARTFORD LIFE AND ACCIDENT$128K3452025
504WHITAKER BANK CORPORATION OF KENTUCKY LONG TERM DISABILITY PLANFully InsuredHARTFORD LIFE AND ACCIDENT$54K3452025
Retirement plans
Welfare plans
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