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Sponsor portfolioTH

TROY BANK AND TRUST COMPANY

EIN 63-0212370-banking-Latest filing 2025
Plans
2
Retirement
1
$42.8M assets
Welfare
1
$327K premiums
Participants
380
P.O. BOX 967, 1429 HIGHWAY 231 S - TROY, AL 360813015334-566-4000troybankandtrust.comLinkedIn51-200 employeesbanking
Plans on this EIN
2 filings
#001401k-$42.8M - 223 part#501Mixed-$327K - 272 lives

Benefits portfolio analytics

1 plan / $327K premiums / 272 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$145K
  • Short-term disability$90K
  • Dental$84K
  • Long-term disability$56K
  • Vision$22K
Total $327K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
46%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY46%
  • BLUE CROSS OF CALIFORNIA26%
  • AFLAC22%
  • AMERITAS LIFE INSURANCE CORP.7%
  • WAGEWORKS0%
Total $327K5 slices

Broker market share

Schedule A broker compensation

Split broker
68%top
  • MARSH & MCLENNAN AGENCY LLC68%
  • THE JREED AGENCY LLC11%
  • BRIAN V ANDREWS3%
  • MARGARET E MAYO3%
  • DAVID N DAVIS3%
  • +3 more
Total $36K8 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

TROY BANK & TRUST COMPANY 401(K) RETIREMENT PLAN

401k

Assets$42.8M
Participants223
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TROY BANK AND TRUST 125 FRINGE BENEFIT PLAN

Mixed - BLUE CROSS BLUE SHIELD OF ALABAMA

Premiums$327K
Covered lives272
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TROY BANK & TRUST COMPANY 401(K) RETIREMENT PLAN401k$42.8M2232024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TROY BANK AND TRUST 125 FRINGE BENEFIT PLANMixedBLUE CROSS BLUE SHIELD OF ALABAMA$327K2722025
Retirement plans
Welfare plans
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