Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PEOPLES BANK OF ALABAMA(SUBSIDIARY OF ALTRUST FINANCIAL SERVICES, INC)
EIN 63-0923450bankingLatest filing 2025
Plans
3
Retirement
2
$49.4M assets
Welfare
1
$1.9M premiums
Participants
962
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $49.4M assets / 686 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.9M premiums / 327 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.9M
- Health$1.7M
- Prescription drug$1.7M
- Life$144K
- Short-term disability$144K
- Long-term disability$144K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
89%top
- BLUE CROSS OF CALIFORNIA89%
- SYMETRA LIFE INSURANCE COMPANY9%
- VISION SERVICE PLAN2%
Broker market share
Schedule A broker compensation
90%top
- VALENT GROUP90%
- JOSEPH M. KELLEY6%
- IMA, INC.4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ALTRUST FINANCIAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$39.8M
Participants382
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ALTRUST FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$9.6M
Participants304
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PEOPLES BANK OF ALABAMA EMPLOYEE BENEFIT PROGRAM
Mixed - BLUE CROSS AND BLUE SHIELD OF ALABAMA
Premiums$1.9M
Covered lives327
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ALTRUST FINANCIAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $39.8M | 382 | 2024 | |
| 002 | ALTRUST FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN | 401k | $9.6M | 304 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PEOPLES BANK OF ALABAMA EMPLOYEE BENEFIT PROGRAM | Mixed | BLUE CROSS AND BLUE SHIELD OF ALABAMA | $1.9M | 327 | 2025 |
Retirement plans
Welfare plans