PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. BLUE RIDGE BANK AND TRUST COMPANY

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 44-0626318

BLUE RIDGE BANK AND TRUST COMPANY

4200 LITTLE BLUE PARKWAY · INDEPENDENCE, MO 64057
8163585000
Plans filed
1
Years active
2015–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$1.2M
No prior year
Persons covered
168
No prior year
Total participants
114
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #504$1.2M
GROUP EMPLOYEE BENEFITS PROGRAM
Fully insured168 covered·4 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.1M76.0%
Dental$72K5.2%
Life$63K4.5%
Short-term disability$63K4.5%
Long-term disability$63K4.5%
Other$63K4.5%
Vision$9K0.7%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
H
$1.1M88.0%11134
DELTA DENTAL OF CALIFORNIA
EIN 430908349
D
$72K6.0%11168
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LSTDLTDOth
$63K5.2%11113
VISION SERVICE PLAN
EIN 363560825
V
$9K0.8%1151

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
WILLIS TOWERS WATSON US LLCCHICAGO, ILVISION SERVICE PLAN, UNITEDHEALTHCARE INSURANCE COMPANY, UNITED OF OMAHA LIFE INSURANCE COMPANY, DELTA DENTAL OF MISSOURI$16K$61K$77K100.0%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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica