PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. CB & S BANK
Sponsor portfolio

CB & S BANK

EIN 63-0041560-banking-Latest filing 2025
Plans
2
Retirement
1
$41.8M assets
Welfare
1
$496K premiums
Participants
1,262
200 S JACKSON AVENUE, PO BOX 910 - RUSSELLVILLE, AL 35653877-332-1710cbsbank.comLinkedIn501-1000 employeesbanking
Plans on this EIN
2 filings
#002401k-$41.8M - 573 part#510Mixed-$496K - 525 lives

Benefits portfolio analytics

1 plan / $496K premiums / 525 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
71%top
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA71%
  • AFLAC20%
  • COMPANION LIFE INSURANCE COMPANY7%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
  • UNITED AMERICAN INSURANCE COMPANY0%
Total $496K5 slices

Broker market share

Schedule A broker compensation

Split broker
60%top
  • COMMUNITY INSURANCE LLC60%
  • GIS BENEFITS INC18%
  • JOSEPH P CALARCO4%
  • MICHAEL HUNTER4%
  • HIGGINBOTHAM INS AGENCY INC1%
  • +3 more
Total $88K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

CB&S BANK 401(K) PROFIT SHARING PLAN

401k

Assets$41.8M
Participants573
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

WELFARE PLAN OF CB&S BANK

Mixed - EQUITABLE

Premiums$496K
Covered lives525
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002CB&S BANK 401(K) PROFIT SHARING PLAN401k$41.8M5732024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510WELFARE PLAN OF CB&S BANKMixedEQUITABLE$496K5252025
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