PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Independent Bank
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Independent Bank

EIN 62-1730983-banking-Latest filing 2025
Plans
3
Retirement
1
$29.8M assets
Health & Benefits
2
Participants
567
5050 POPLAR AVENUE, 22D FLOOR - MEMPHIS, TN 38157901-844-0462i-bankonline.comLinkedIn201-500 employeesbanking
Plans on this EIN
3 filings
#001401(k)-$29.8M - 281 part#501Self-funded-0 lives#525Self-funded-0 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

INDEPENDENT BANK 401(K) PLAN

401(k)

Assets$29.8M
Participants281
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

INDEPENDENT BANK SECTION 125 FLEXIBLE BENEFITS PLAN

Self-funded

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#525

INDEPENDENT BANK HEALTH REIMBURSEMENT ARRANGEMENT

Self-funded

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001INDEPENDENT BANK 401(K) PLAN401(k)$29.8M2812025
  • INDEPENDENT BANK 401(K) PLAN$29.8M
    #001 · 401(k) · 2025281

Health & Benefits plans

2 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501INDEPENDENT BANK SECTION 125 FLEXIBLE BENEFITS PLANSelf-funded-$002025
#525INDEPENDENT BANK HEALTH REIMBURSEMENT ARRANGEMENTSelf-funded-$002025
  • INDEPENDENT BANK SECTION 125 FLEXIBLE BENEFITS PLAN$0
    #501 · Self-funded · 20250
  • INDEPENDENT BANK HEALTH REIMBURSEMENT ARRANGEMENT$0
    #525 · Self-funded · 20250
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica