Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CADENCE BANK
EIN 64-0117230bankingLatest filing 2025
Plans
3
Retirement
2
$1.27B assets
Welfare
1
$5.3M premiums
Participants
20,470
201 SOUTH SPRING STREET - TUPELO, MS 38804662-680-2578cadencebank.comLinkedIn5001-10000 employeesbanking
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $1.27B assets / 14,664 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $5.3M premiums / 5,806 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$4.0M
- Life$830K
- Vision$721K
- Long-term disability$629K
Carrier market share
Premium dollars by Schedule A carrier
80%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY80%
- VISION SERVICE PLAN14%
- AFLAC6%
- UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Broker market share
Schedule A broker compensation
80%top
- GALLAGHER BENEFIT SERVICES, INC.80%
- BXS INSURANCE INC20%
- PATRIOT GROWTH INSURANCE SERVICES0%
- PANTALONE, JO, ANN0%
- SAIC INC0%
- +2 more
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$925.8M
Participants7,885
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 - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$5.3M
Covered lives5,806
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 | $925.8M | 7,885 | 2025 | |
| 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 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $5.3M | 5,806 | 2025 |
Retirement plans
Welfare plans