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Sponsor portfolioWelfare / HealthEIN 43-1161740

SOUTHWEST MISSOURI BANK

PO BOX 814 · CARTHAGE, MO 648360814
4173589331
Plans filed
1
Years active
2015–2024
Industry
NAICS 52
Latest filing
2024
Total premiums (latest)
$156K
No prior year
Persons covered
440
No prior year
Total participants
158
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$156K
SOUTHWEST MISSOURI BANK HEALTH CARE PLAN
Mixed440 covered·2 carriers
Primary: PRINCIPAL LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$117K42.8%
Long-term disability$117K42.8%
Other$40K14.5%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
LLTD
$117K74.7%11440
TRANSAMERICA LIFE INSURANCE COMPANY
EIN 390989781
Oth
$40K25.3%1184

Broker overview

5 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
SOUTHWEST AGENCY INCCARTHAGE, MOPRINCIPAL LIFE INSURANCE COMPANY$16K$0$16K67.6%1
CRAIG A LOWRANCESPRINGFIELD, MOTRANSAMERICA LIFE INSURANCE COMPANY$6K$0$6K26.1%1
GIG OF MISSOURI INCJOPLIN, MOTRANSAMERICA LIFE INSURANCE COMPANY$1K$0$1K4.3%1
ONE SOURCE EMPLOYEE BENEFITSSPRINGFIELD, MOTRANSAMERICA LIFE INSURANCE COMPANY$410$0$4101.7%1
MICHAEL C CHAPMANFT WORTH, TXTRANSAMERICA LIFE INSURANCE COMPANY$76$0$760.3%1

History & trajectory

10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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