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Sponsor portfolioTH

MACON BANK & TRUST COMPANY

EIN 62-0335770-banking-Latest filing 2025
Plans
2
Retirement
1
$8.7M assets
Welfare
1
$346K premiums
Participants
200
609 RED BOILING SPRINGS RD - LAFAYETTE, TN 370831315615-666-2121maconbankandtrust.comLinkedIn51-200 employeesbanking
Plans on this EIN
2 filings
#001401k-$8.7M - 104 part#501Fully Insured-$346K - 95 lives

Benefits portfolio analytics

1 plan / $346K premiums / 95 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$184K
  • Life$92K
  • Other$92K
  • Vision$86K
  • Short-term disability$86K
  • Long-term disability$86K
  • +1 more
Total $346K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY53%
  • PRINCIPAL LIFE INSURANCE COMPANY25%
  • BLUE CROSS OF CALIFORNIA20%
  • USABLE LIFE2%
Total $346K4 slices

Broker market share

Schedule A broker compensation

Split broker
88%top
  • FINANCIAL PRODUCTS AND SERVICE88%
  • TEN E FRIZEN11%
  • GROUP INSURANCE SERVICES INC0%
Total $82K3 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

MACON BANK & TRUST COMPANY FLEXPLUS RETIREMENT SAVINGS PLAN

401k

Assets$8.7M
Participants104
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MACON BANK AND TRUST COMPANY EMPLOYEE BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$346K
Covered lives95
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MACON BANK & TRUST COMPANY FLEXPLUS RETIREMENT SAVINGS PLAN401k$8.7M1042025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MACON BANK AND TRUST COMPANY EMPLOYEE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$346K952025
Retirement plans
Welfare plans
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