Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.4M
- Dental$1.1M
- Life$1.0M
- Long-term disability$1.0M
- Vision$403K
Filings through .
Independent Bank
EIN 75-2694563retailLatest filing 2024
Plans
2
Retirement
1
$143.0M assets
Health & Benefits
1
$2.6M premiums
Participants
1,786
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $2.6M premiums / 2,015 covered lives
See carrier and broker market share with Pro.
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- Top carriers and their premium share
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
INDEPENDENT FINANCIAL 401(K) PROFIT SHARING PLAN
401(k)
Assets$143.0M
Participants1,786
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
INDEPENDENT BANK WELFARE BENEFIT PLAN
Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Premiums$2.6M
Covered lives2,015
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | INDEPENDENT FINANCIAL 401(K) PROFIT SHARING PLAN | 401(k) | $143.0M | 1,786 | 2024 |
- #001 · 401(k) · 20241,786
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | INDEPENDENT BANK WELFARE BENEFIT PLAN | Mixed | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $2.6M | 2,015 | 2024 |
- #501 · Mixed · CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · 20242,015
Retirement plans
Health & Benefits plans