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Sponsor portfolioTH

WILSON BANK & TRUST COMPANY

EIN 62-1310217-banking-Latest filing 2024
Plans
2
Retirement
1
$91.1M assets
Welfare
1
$4.4M premiums
Participants
1,337
623 WEST MAIN STREET - LEBANON, TN 37087615-444-2265wilsonbank.comLinkedIn501-1000 employeesbanking
Plans on this EIN
2 filings
#001401k-$91.1M - 739 part#502Fully Insured-$4.4M - 843 lives

Benefits portfolio analytics

1 plan / $4.4M premiums / 843 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.4M
  • Dental$3.4M
  • Vision$3.4M
  • Other$992K
  • Life$756K
  • Short-term disability$756K
  • +1 more
Total $4.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
77%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY77%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY17%
  • AFLAC5%
Total $4.4M3 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • THW INSURANCE SERVICES LLC93%
  • TIMOTHY CHAPPELL1%
  • WILSON BANK & TRUST1%
  • MICHAEL BACKHOFF1%
  • NOLAN DOYLE MCCUE0%
  • +3 more
Total $372K8 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

WILSON BANK AND TRUST COMPANY 401(K) PLAN

401k

Assets$91.1M
Participants739
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

WILSON BANK & TRUST HEALTH & WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$4.4M
Covered lives843
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WILSON BANK AND TRUST COMPANY 401(K) PLAN401k$91.1M7392024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502WILSON BANK & TRUST HEALTH & WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$4.4M8432024
Retirement plans
Welfare plans
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