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  2. Planters Bank and Trust Company
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

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Planters Bank and Trust Company

EIN 64-0223390-Finance and Insurance-Latest filing 2025
Plans
3
Retirement
2
$69.0M assets
Health & Benefits
1
$323K premiums
Participants
671
P. O. BOX 31 - INDIANOLA, MS 387512408662-887-3363
Plans on this EIN
3 filings
#002401(k)-$40.1M - 323 part#001ESOP-$28.9M - 103 part#501Mixed-$323K - 304 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $69.0M assets / 426 participants

Assets by plan

Share of aggregate retirement assets

  • 401(K) RETIREMENT PLAN (#002)$40.1M
  • EMPLOYEE STOCK OWNERSHIP (#001)$28.9M
Total $69.0MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#002)323
  • EMPLOYEE STOCK OWNERSHIP (#001)103
Total 426Select a row to open it

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
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

PLANTERS BANK AND TRUST COMPANY 401(K) RETIREMENT PLAN

401(k)

Assets$40.1M
Participants323
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

PLANTERS BANK AND TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$28.9M
Participants103
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

PLANTERS BANK AND TRUST COMPANY WRAP WELFARE BENEFIT PLAN

Mixed - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY

Premiums$323K
Covered lives304
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002PLANTERS BANK AND TRUST COMPANY 401(K) RETIREMENT PLAN401(k)$40.1M3232025
#001PLANTERS BANK AND TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLANESOP$28.9M1032025
  • PLANTERS BANK AND TRUST COMPANY 401(K) RETIREMENT PLAN$40.1M
    #002 · 401(k) · 2025323
  • PLANTERS BANK AND TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLAN$28.9M
    #001 · ESOP · 2025103

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501PLANTERS BANK AND TRUST COMPANY WRAP WELFARE BENEFIT PLANMixedEQUITABLE FINANCIAL LIFE INSURANCE COMPANY$323K3042025
  • PLANTERS BANK AND TRUST COMPANY WRAP WELFARE BENEFIT PLAN$323K
    #501 · Mixed · EQUITABLE FINANCIAL LIFE INSURANCE COMPANY · 2025304
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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