PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. BANC CARD OF AMERICA, INC
Sponsor portfolio

BANC CARD OF AMERICA, INC

EIN 62-1830337-financial services-Latest filing 2025
Plans
4
Retirement
1
$21.8M assets
Welfare
3
$1.3M premiums
Participants
742
7347 CHARLOTTE PIKE - NASHVILLE, TN 37209615-356-0788banccard.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
4 filings
#001401k-$21.8M - 210 part#501Fully Insured-$1.2M - 212 lives#503Fully Insured-$61K - 160 lives#502Fully Insured-$36K - 160 lives

Benefits portfolio analytics

3 plans / $1.3M premiums / 532 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Dental$66K
  • Vision$66K
  • Long-term disability$61K
  • Life$36K
Total $1.3M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • BLUE CROSS OF CALIFORNIA87%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY5%
  • STARMOUNT LIFE INSURANCE COMPANY5%
  • MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY2%
Total $1.3M4 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • ATKINSON COMPANY INC76%
  • THE WILLIAM MORRIS GROUP PA12%
  • WILLIAM HOLMES11%
  • JERRY I CORLESS0%
  • ROBERT TIMOTHY SINKS0%
  • +2 more
Total $88K7 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

BANC CARD OF AMERICA, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$21.8M
Participants210
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BANC CARD OF AMERICA INC HEALTH & WELLNESS PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TENNESSEE INC

Premiums$1.2M
Covered lives212
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

BANC CARD OF AMERICA INC GROUP LONG TERM DISABILITY PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$61K
Covered lives160
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

BANC CARD OF AMERICA INC GROUP LIFE & AD&D PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$36K
Covered lives160
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BANC CARD OF AMERICA, INC. 401(K) PROFIT SHARING PLAN401k$21.8M2102025

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BANC CARD OF AMERICA INC HEALTH & WELLNESS PLANFully InsuredBLUECROSS BLUESHIELD OF TENNESSEE INC$1.2M2122025
503BANC CARD OF AMERICA INC GROUP LONG TERM DISABILITY PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$61K1602025
502BANC CARD OF AMERICA INC GROUP LIFE & AD&D PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$36K1602025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica