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Sponsor portfolioTH

BANK OF ENGLAND

EIN 71-0009800-banking-Latest filing 2025
Plans
3
Retirement
2
$52.6M assets
Welfare
1
$187K premiums
Participants
590
PO BOX 70 - ENGLAND, AR 72046501-842-2555boemortgage.comLinkedIn501-1000 employeesbanking
Plans on this EIN
3 filings
#002401k-$32.7M - 419 part#001401k-$19.9M - 59 part#508Mixed-$187K - 210 lives

Retirement portfolio analytics

2 plans aggregated / $52.6M assets / 478 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • ENGLAND MORTGAGE 401(K) (#002)62%
  • PROFIT SHARING PLAN (#001)38%
Total $52.6MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
62%top
  • STEPHENS INC62%
  • (Not disclosed)38%
Total $52.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ENGLAND MORTGAGE 401(K) (#002)419
  • PROFIT SHARING PLAN (#001)59
Total 478Click row to drill in

Benefits portfolio analytics

1 plan / $187K premiums / 210 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$101K
  • Short-term disability$101K
  • Long-term disability$101K
  • Other$101K
  • Dental$69K
  • Vision$17K
Total $187K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
54%top
  • RELIASTAR LIFE INSURANCE COMPANY54%
  • DELTA DENTAL OF CALIFORNIA46%
Total $187K2 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • GALLAGHER BENEFIT SERVICES, INC.99%
  • ADP INC1%
Total $45K2 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

BANK OF ENGLAND MORTGAGE 401(K) PLAN

401k

Assets$32.7M
Participants419
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

BANK OF ENGLAND PROFIT SHARING PLAN

401k

Assets$19.9M
Participants59
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#508

ENG LENDING CAFETERIA PLAN

Mixed - RELIASTAR LIFE INSURANCE COMPANY

Premiums$187K
Covered lives210
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BANK OF ENGLAND MORTGAGE 401(K) PLAN401k$32.7M4192024
001BANK OF ENGLAND PROFIT SHARING PLAN401k$19.9M592025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
508ENG LENDING CAFETERIA PLANMixedRELIASTAR LIFE INSURANCE COMPANY$187K2102025
Retirement plans
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