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Sponsor portfolioWelfare / HealthEIN 61-0284535

TRADITIONAL BANK, INC.

49 WEST MAIN STREET · MT. STERLING, KY 40353
8594980414
Plans filed
2
Years active
2015–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$1.0M
No prior year
Persons covered
527
No prior year
Total participants
383
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$993K
TRADITIONAL BANK, INC. BENEFITS WRAP PLAN
Mixed407 covered·3 carriers
Primary: ANTHEM HEALTH PLANS OF KENTUCKY, INC.
Plan #502$41K
TRADITIONAL BANK, INC. CANCER PLAN
Fully insured120 covered·1 carrier
Primary: AMERICAN HERITAGE LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Vision$675K29.6%
Stop-loss$675K29.6%
Other$217K9.5%
Life$177K7.7%
Short-term disability$177K7.7%
Long-term disability$177K7.7%
Dental$141K6.2%
Health$41K1.8%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
ANTHEM LIFE INSURANCE COMPANY
EIN 611237516
VSL
$675K65.3%11223
SYMETRA LIFE INSURANCE COMPANY
EIN 910742147
LSTDLTDOth
$177K17.1%11263
DELTA DENTAL OF CALIFORNIA
EIN 610659432
D
$141K13.6%11407
AMERICAN HERITAGE LIFE INSURANCE COMPANY
EIN 590781901
HOth
$41K3.9%11120

Broker overview

6 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
BENEFIT INSURANCE MARKETING, INC.LEXINGTON, KYDELTA DENTAL OF KENTUCKY, ANTHEM HEALTH PLANS OF KENTUCKY, INC., SYMETRA LIFE INSURANCE COMPANY$44K$9K$53K78.1%1
JAMES R NELLIGAN & ASSOCIATES LLCWALL, NJSYMETRA LIFE INSURANCE COMPANY$0$11K$11K15.7%1
WILLIAM E MOLONEYLEXINGTON, KYAMERICAN HERITAGE LIFE INSURANCE COMPANY$3K$0$3K5.2%1
PHIL HUMPHRIESLEXINGTON, KYAMERICAN HERITAGE LIFE INSURANCE COMPANY$537$0$5370.8%1
HUMPHRIES INSURANCE AGENCY LLCLEXINGTON, KYAMERICAN HERITAGE LIFE INSURANCE COMPANY$166$0$1660.2%1
GREGORY SLATERLEXINGTON, KYAMERICAN HERITAGE LIFE INSURANCE COMPANY$4$0$40.0%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
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