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Sponsor portfolio

INDUSTRY BANCSHARES, INC.

EIN 74-2679367-banking-Latest filing 2025
Plans
3
Retirement
1
$31.8M assets
Welfare
2
$709K premiums
Participants
1,143
P O BOX 66 - INDUSTRY, TX 78944979-357-4437industrybancshares.comLinkedIn201-500 employeesbanking
Plans on this EIN
3 filings
#002ESOP-$31.8M - 568 part#502Self Funded-$489K - 300 lives#501Fully Insured-$220K - 275 lives

Benefits portfolio analytics

2 plans / $709K premiums / 575 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$489K
  • Other$173K
  • Life$66K
  • Long-term disability$47K
Total $709K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
69%top
  • BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY69%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY31%
Total $709K2 slices

Broker market share

Schedule A broker compensation

Split broker
46%top
  • GALLAGHER BENEFIT SERVICES, INC.46%
  • ISB INSURANCE SERVICES INC34%
  • BENNETT INS SOLUTIONS AND ASSOC LLC14%
  • HILB GROUP OF NEW ENGLAND7%
Total $38K4 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

INDUSTRY BANCSHARES, INC. 401(K) EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$31.8M
Participants568
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

INDUSTRY BANCSHARES, INC. EMPLOYEE BENEFIT PLAN

Self Funded - BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY

Premiums$489K
Covered lives300
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

INDUSTRY BANCSHARES, INC. LIFE AND DISABILITY WELFARE BENEFIT PLAN

Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$220K
Covered lives275
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002INDUSTRY BANCSHARES, INC. 401(K) EMPLOYEE STOCK OWNERSHIP PLANESOP$31.8M5682024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502INDUSTRY BANCSHARES, INC. EMPLOYEE BENEFIT PLANSelf FundedBERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY$489K3002025
501INDUSTRY BANCSHARES, INC. LIFE AND DISABILITY WELFARE BENEFIT PLANFully InsuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$220K2752025
Retirement plans
Welfare plans
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