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Sponsor portfolio

COMMUNITY BANK & TRUST, WACO, TEXAS

EIN 74-1165349-banking-Latest filing 2025
Plans
2
Retirement
1
$19.7M assets
Welfare
1
$1.5M premiums
Participants
229
P.O. BOX 2303 - WACO, TX 76703254-399-6159cbtwaco.bankLinkedIn51-200 employeesbanking
Plans on this EIN
2 filings
#002401k-$19.7M - 127 part#501Fully Insured-$1.5M - 131 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 131 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Dental$1.4M
  • Other$108K
  • Life$93K
  • Long-term disability$93K
Total $1.5M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • DEARBORN LIFE INSURANCE COMPANY6%
  • PORVIDENT LIFE & ACCIDENT INSURANCE COMPANY1%
Total $1.5M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HIGGINBOTHAM INS AGENCY INC100%
Total $76K1 slice

Plan deep-dives

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

COMMUNITY BANK & TRUST, WACO, TEXAS 401(K) PLAN

401k

Assets$19.7M
Participants127
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

COMMUNITY BANK AND TRUST WRAP PLAN

Fully Insured - HEALTH CARE SERVICE CORPORATION

Premiums$1.5M
Covered lives131
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002COMMUNITY BANK & TRUST, WACO, TEXAS 401(K) PLAN401k$19.7M1272025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501COMMUNITY BANK AND TRUST WRAP PLANFully InsuredHEALTH CARE SERVICE CORPORATION$1.5M1312025
Retirement plans
Welfare plans
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