# PLANTERS BANK AND TRUST COMPANY WRAP WELFARE BENEFIT PLAN

Health and welfare plan sponsored by **PLANTERS BANK AND TRUST COMPANY**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | PLANTERS BANK AND TRUST COMPANY |
| EIN | 640223390 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | INDIANOLA, MS |
| Industry | Finance and Insurance |
| Funding | mixed |
| Total premiums | $323K |
| Participants | 245 |
| Persons covered | 304 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision, PPO |
| UNITEDHEALTHCARE INSURANCE COMPANY | Life, Other |
| AFLAC | Other |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | STD, Other |
| ZURICH AMERICAN INSURANCE COMPANY | Other |

## Brokers

| Broker | Placed with |
|---|---|
| PATICK HOFFMAN | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY |
| CENTERSTONE INSURANCE AND FINANCIAL | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY |
| PATRICK HOFFMAN | UNITEDHEALTHCARE INSURANCE COMPANY |
| DAVIS BILLINGSLEY | UNITEDHEALTHCARE INSURANCE COMPANY |
| WILLIAM BILLINGSLEY | UNITEDHEALTHCARE INSURANCE COMPANY |
| MJ INSURANCE | AFLAC |
| AFLAC - SEE ATTACHMENT | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| ROSS & YERGER INSURANCE INC | ZURICH AMERICAN INSURANCE COMPANY |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/640223390-501
- Cite as: PlanOptica, https://planoptica.com/welfare/640223390-501
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers