Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$490K
- Other$118K
- Life$94K
- Dental$87K
- Vision$87K
- Long-term disability$78K
- +1 more
Sponsor portfolio
THE PUEBLO BANK & TRUST COMPANY
EIN 84-0297400Finance and InsuranceLatest filing 2024
Plans
2
Retirement
1
$11.5M assets
Welfare
1
$696K premiums
Participants
351
301 WEST 5TH STREET - PUEBLO, CO 81003719-545-1834
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $696K premiums / 181 covered livesCarrier market share
Premium dollars by Schedule A carrier
70%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY70%
- UNUM LIFE INSURANCE COMPANY OF AMERICA17%
- ANTHEM LIFE INSURANCE COMPANY13%
Broker market share
Schedule A broker compensation
96%top
- BENEFITS BROKER INC96%
- SOVEREIGN CAPITAL INVESTMENT TRUST3%
- SKYE OSHAY MCDANIEL1%
- STEPHEN SHIRLEY/BENEFITS BROKER INC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
PUEBLO BANK & TRUST COMPANY 401(K) PLAN & TRUST
401k
Assets$11.5M
Participants170
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
PUEBLO BANK & TRUST COMPANY EMPLOYEES CAFETERIA PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE
Premiums$696K
Covered lives181
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | PUEBLO BANK & TRUST COMPANY 401(K) PLAN & TRUST | 401k | $11.5M | 170 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | PUEBLO BANK & TRUST COMPANY EMPLOYEES CAFETERIA PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE | $696K | 181 | 2024 |
Retirement plans
Welfare plans