Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#002)$41.3M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $81.6M assets / 1,049 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $407K premiums / 446 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
ESOP
401(k)
Mixed - USABLE LIFE
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | D.L. EVANS BANK EMPLOYEES STOCK OWNERSHIP PLAN AND TRUST | ESOP | $41.3M | 515 | 2025 |
| #003 | D.L. EVANS BANK 401(K) RETIREMENT SAVINGS PLAN | 401(k) | $40.3M | 534 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | D.L. EVANS BANK | Mixed | USABLE LIFE | $407K | 446 | 2025 |