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Sponsor portfolioWelfare / HealthEIN 44-0162220

COMMUNITY BANK AND TRUST EMPLOYEE BENEFITS PLAN

100 SOUTH WOOD STREET · NEOSHO, MO 64850
4174558229
Plans filed
1
Years active
2015–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$564K
No prior year
Persons covered
171
No prior year
Total participants
119
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #502$564K
COMMUNITY BANK AND TRUST EMPLOYEE BENEFITS PLAN
Mixed171 covered·4 carriers
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$402K65.0%
Dental$79K12.8%
Other$71K11.5%
Life$43K6.9%
Vision$13K2.1%
Long-term disability$11K1.7%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
SL
$402K71.4%1188
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
DLLTDOth
$120K21.2%14114
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
Oth
$28K5.0%1143
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
DV
$13K2.3%11171

Broker overview

5 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
SIGMATICO LLCHOUSTON, TXSUN LIFE ASSURANCE COMPANY OF CANADA$41K$0$41K53.6%1
BARKER PHILLIPS JACKSON INCSPRINGFIELD, MOMETROPOLITAN LIFE INSURANCE COMPANY, UNITED OF OMAHA LIFE INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$24K$4K$28K36.6%1
UMR, INC.WAUSAU, WISUN LIFE ASSURANCE COMPANY OF CANADA$0$4K$4K5.9%1
NATIONAL BENEFIT CENTERBEACHWOOD, OHUNITED OF OMAHA LIFE INSURANCE COMPANY$0$2K$2K2.8%1
KEYSTONE INS & BENEFITS GROUP LLCMISHAWAKA, INMETROPOLITAN LIFE INSURANCE COMPANY$655$235$8901.2%1

History & trajectory

11 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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