Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
RENASANT BANK
EIN 64-0220550bankingLatest filing 2025
Plans
3
Retirement
2
$407.1M assets
Welfare
1
$3.7M premiums
Participants
6,979
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $407.1M assets / 4,270 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $3.7M premiums / 2,399 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$3.3M
- Life$2.0M
- Long-term disability$1.8M
- Short-term disability$782K
- Vision$314K
Carrier market share
Premium dollars by Schedule A carrier
49%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY49%
- UNUM LIFE INSURANCE COMPANY OF AMERICA33%
- VISION SERVICE PLAN8%
- TRANSAMERICA LIFE INSURANCE COMPANY7%
- NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA2%
- +1 more
Broker market share
Schedule A broker compensation
61%top
- ROSS & YERGER INSURANCE INC61%
- SUNSTAR INSURANCE GROUP LLC35%
- ACUITY GROUP OF MS LLC3%
- PLANSOURCE BENEFITS ADMINISTRATION1%
- RENASANT INSURANCE0%
- +1 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
RENASANT BANK 401(K) PLAN
401k
Assets$387.5M
Participants3,926
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
RENASANT BANK AMENDED AND RESTATED PENSION PLAN
TraditionalDB
Assets$19.6M
Participants344
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
RENASANT BANK EMPLOYEE WELFARE BENEFIT PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$3.7M
Covered lives2,399
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | RENASANT BANK 401(K) PLAN | 401k | $387.5M | 3,926 | 2025 | |
| 002 | RENASANT BANK AMENDED AND RESTATED PENSION PLAN | TraditionalDB | $19.6M | 344 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | RENASANT BANK EMPLOYEE WELFARE BENEFIT PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3.7M | 2,399 | 2025 |
Retirement plans
Welfare plans