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Sponsor portfolioTH

THE FARMERS BANK

EIN 62-0197640-banking-Latest filing 2025
Plans
3
Retirement
2
$37.1M assets
Welfare
1
$1.7M premiums
Participants
469
121 VILLAGE DRIVE, SUITE 201 - PORTLAND, TN 371481410615-325-2265thefarmersbank.netLinkedIn51-200 employeesbanking
Plans on this EIN
3 filings
#002401k-$20.7M - 186 part#001TraditionalDB-$16.4M - 137 part#501Fully Insured-$1.7M - 249 lives

Retirement portfolio analytics

2 plans aggregated / $37.1M assets / 323 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • BANK 401K PLAN (#002)56%
  • DEFINED BENEFIT PENSION (#001)44%
Total $37.1MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
56%top
  • JOHN HANCOCK LIFE INSURANCE COMPANY56%
  • (Not disclosed)44%
Total $37.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BANK 401K PLAN (#002)186
  • DEFINED BENEFIT PENSION (#001)137
Total 323Click row to drill in

Benefits portfolio analytics

1 plan / $1.7M premiums / 249 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Dental$1.6M
  • Vision$1.6M
  • Prescription drug$1.6M
  • Life$71K
  • Long-term disability$71K
  • +1 more
Total $1.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • BLUE CROSS OF CALIFORNIA96%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA4%
Total $1.7M2 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • REX DAVENPORT91%
  • LOCKTON COMPANIES, LLC9%
Total $96K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

THE FARMERS BANK 401K PLAN

401k

Assets$20.7M
Participants186
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

THE FARMERS BANK DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$16.4M
Participants137
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE FARMERS BANK HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TENNESSEE, INC.

Premiums$1.7M
Covered lives249
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002THE FARMERS BANK 401K PLAN401k$20.7M1862025
001THE FARMERS BANK DEFINED BENEFIT PENSION PLANTraditionalDB$16.4M1372025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE FARMERS BANK HEALTH AND WELFARE BENEFIT PLANFully InsuredBLUECROSS BLUESHIELD OF TENNESSEE, INC.$1.7M2492025
Retirement plans
Welfare plans
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