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Sponsor portfolio

METRO BANK

EIN 62-1372975-Latest filing 2025
Plans
2
Retirement
1
$22.6M assets
Welfare
1
$211K premiums
Participants
331
800 MARTIN STREET S - PELL CITY, AL 351282133205-884-2265
Plans on this EIN
2 filings
#001ESOP-$22.6M - 185 part#501Mixed-$211K - 146 lives

Benefits portfolio analytics

1 plan / $211K premiums / 146 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$211K
  • Dental$204K
  • Vision$204K
  • Life$204K
  • Long-term disability$204K
Total $211K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA96%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA4%
Total $211K2 slices

Broker market share

Schedule A broker compensation

Split broker
45%top
  • MB FINANCIAL SERVICES INC45%
  • LAKESHORE BENEFIT ALLIANCE LLC44%
  • HOLMES, RICHARD, KIMBROUGH11%
Total $24K3 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

METRO BANK 401(K)PLAN

ESOP

Assets$22.6M
Participants185
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

METRO BANK CAFETERIA PLAN

Mixed - GUARDIAN

Premiums$211K
Covered lives146
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001METRO BANK 401(K)PLANESOP$22.6M1852024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501METRO BANK CAFETERIA PLANMixedGUARDIAN$211K1462025
Retirement plans
Welfare plans
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