Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
CROSS KEYS BANK
EIN 72-0125055Finance and InsuranceLatest filing 2025
Plans
3
Retirement
2
$22.7M assets
Welfare
1
$257K premiums
Participants
266
PO BOX 7 - ST JOSEPH, LA 71366318-766-3246
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $22.7M assets / 194 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $257K premiums / 72 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$190K
- Prescription drug$190K
- Stop-loss$190K
- Other$45K
Carrier market share
Premium dollars by Schedule A carrier
74%top
- PACE UNDERWRITERS74%
- ACCESS HEALTH15%
- HEALTHCARE DENTAL, INC.3%
- PPO PLUS3%
- MULTI PLAN2%
- +1 more
Broker market share
Schedule A broker compensation
70%top
- IMA, INC.70%
- COMMUNITY FINANCIAL INS CENTER LLC30%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CROSS KEYS BANK EMPLOYEES PROFIT SHARING PLAN
401k
Assets$18.7M
Participants101
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CROSS KEYS BANK EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$4.0M
Participants93
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CROSS KEYS BANK EMPLOYEE BENEFIT PLAN & TRUST
Fully Insured - PACE UNDERWRITERS
Premiums$257K
Covered lives72
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CROSS KEYS BANK EMPLOYEES PROFIT SHARING PLAN | 401k | $18.7M | 101 | 2025 | |
| 002 | CROSS KEYS BANK EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $4.0M | 93 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CROSS KEYS BANK EMPLOYEE BENEFIT PLAN & TRUST | Fully Insured | PACE UNDERWRITERS | $257K | 72 | 2025 |
Retirement plans
Welfare plans