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Sponsor portfolioTH

PLANTERS BANK AND TRUST COMPANY

EIN 64-0223390-Latest filing 2025
Plans
3
Retirement
2
$57.7M assets
Welfare
1
$323K premiums
Participants
659
212 CATCHINGS AVENUE - INDIANOLA, MS 38751662-884-1172
Plans on this EIN
3 filings
#002401k-$34.1M - 308 part#001ESOP-$23.6M - 106 part#501Mixed-$323K - 304 lives

Retirement portfolio analytics

2 plans aggregated / $57.7M assets / 414 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • 401(K) RETIREMENT PLAN (#002)59%
  • EMPLOYEE STOCK OWNERSHIP (#001)41%
Total $57.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#002)308
  • EMPLOYEE STOCK OWNERSHIP (#001)106
Total 414Click row to drill in

Benefits portfolio analytics

1 plan / $323K premiums / 304 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$170K
  • Vision$170K
  • Other$153K
  • Life$106K
  • Short-term disability$8K
Total $323K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA53%
  • UNITEDHEALTHCARE INSURANCE COMPANY33%
  • AFLAC10%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
  • ZURICH AMERICAN INSURANCE COMPANY2%
Total $323K5 slices

Broker market share

Schedule A broker compensation

Split broker
39%top
  • PATICK HOFFMAN39%
  • CENTERSTONE INSURANCE AND FINANCIAL24%
  • MJ INSURANCE9%
  • PATRICK W HOFFMAN9%
  • DAVIS M BILLINGSLEY8%
  • +3 more
Total $48K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

PLANTERS BANK AND TRUST COMPANY 401(K) RETIREMENT PLAN

401k

Assets$34.1M
Participants308
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

PLANTERS BANK AND TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$23.6M
Participants106
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PLANTERS BANK AND TRUST COMPANY WRAP WELFARE BENEFIT PLAN

Mixed - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY

Premiums$323K
Covered lives304
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002PLANTERS BANK AND TRUST COMPANY 401(K) RETIREMENT PLAN401k$34.1M3082024
001PLANTERS BANK AND TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLANESOP$23.6M1062024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PLANTERS BANK AND TRUST COMPANY WRAP WELFARE BENEFIT PLANMixedEQUITABLE FINANCIAL LIFE INSURANCE COMPANY$323K3042025
Retirement plans
Welfare plans
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