Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$116K
- Life$116K
- Short-term disability$116K
- Other$116K
Sponsor portfolio
SHELBY SAVINGS BANK
EIN 75-1702603bankingLatest filing 2025
Plans
2
Retirement
1
$5.5M assets
Welfare
1
$62K premiums
Participants
207
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $62K premiums / 164 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- PRINCIPAL LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
100%top
- HIGGINBOTHAM INS AGENCY INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SHELBY SAVINGS BANK 401K PROFIT SHARING PLAN
401k
Assets$5.5M
Participants102
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SHELBY SAVINGS BANK WELFARE PLAN
Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY
Premiums$62K
Covered lives164
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SHELBY SAVINGS BANK 401K PROFIT SHARING PLAN | 401k | $5.5M | 102 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SHELBY SAVINGS BANK WELFARE PLAN | Fully Insured | PRINCIPAL LIFE INSURANCE COMPANY | $62K | 164 | 2025 |
Retirement plans
Welfare plans