Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$299K
- Other$168K
- Dental$144K
- Life$112K
- Short-term disability$36K
- Long-term disability$29K
- +1 more
Sponsor portfolioTH
CRESCENT BANK
EIN 72-1195686financial servicesLatest filing 2025
Plans
2
Retirement
1
$23.0M assets
Welfare
1
$700K premiums
Participants
475
2121 AIRLINE DRIVE, SUITE 400 - METAIRIE, LA 70001504-293-7227cbtno.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $700K premiums / 181 covered livesCarrier market share
Premium dollars by Schedule A carrier
43%top
- HCC LIFE INSURANCE COMPANY43%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY25%
- DELTA DENTAL OF CALIFORNIA20%
- AFLAC5%
- FIDELITY SECURITY LIFE INSURANCE COMPANY3%
- +2 more
Broker market share
Schedule A broker compensation
90%top
- HUB INTERNATIONAL MIDWEST LIMITED90%
- CENTRO BENEFITS RESEARCH LLC10%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CRESCENT BANK RETIREMENT SAVINGS PLAN
401k
Assets$23.0M
Participants427
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
CRESCENT BANK EMPLOYEE BENEFITS PLAN
Mixed - HCC LIFE INSURANCE COMPANY
Premiums$700K
Covered lives181
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CRESCENT BANK RETIREMENT SAVINGS PLAN | 401k | $23.0M | 427 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | CRESCENT BANK EMPLOYEE BENEFITS PLAN | Mixed | HCC LIFE INSURANCE COMPANY | $700K | 181 | 2025 |
Retirement plans
Welfare plans