Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CADENCE BANK
EIN 64-0117230bankingLatest filing 2024
Plans
3
Retirement
2
$1.16B assets
Welfare
1
$7.4M premiums
Participants
20,187
201 SOUTH SPRING ST. - TUPELO, MS 38804662-680-2558cadencebank.comLinkedIn5001-10000 employeesbanking
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $1.16B assets / 14,855 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $7.4M premiums / 5,332 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$3.4M
- Dental$2.7M
- Life$808K
- Vision$727K
- Long-term disability$616K
Carrier market share
Premium dollars by Schedule A carrier
53%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY53%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA36%
- VISION SERVICE PLAN10%
- UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Broker market share
Schedule A broker compensation
100%top
- BXS INSURANCE INC100%
- PATRIOT GROWTH INSURANCE SERVICES0%
- PANTALONE, JO, ANN0%
- HERRING, RICHARD, FULLER0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CADENCE 401(K) PROFIT-SHARING PLAN
401k
Assets$817.1M
Participants8,076
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CADENCE RETIREMENT PLAN AND TRUST AGREEMENT
CashBalance
Assets$341.4M
Participants6,779
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510
CADENCE EMPLOYEE WELFARE BENEFIT PLAN
Mixed - GUARDIAN LIFE INSURANCE COMPANY
Premiums$7.4M
Covered lives5,332
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CADENCE 401(K) PROFIT-SHARING PLAN | 401k | $817.1M | 8,076 | 2024 | |
| 001 | CADENCE RETIREMENT PLAN AND TRUST AGREEMENT | CashBalance | $341.4M | 6,779 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 510 | CADENCE EMPLOYEE WELFARE BENEFIT PLAN | Mixed | GUARDIAN LIFE INSURANCE COMPANY | $7.4M | 5,332 | 2024 |
Retirement plans
Welfare plans