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Sponsor portfolioWelfare / HealthEIN 61-1011305

MONTICELLO BANKSHARES, INC.

50 NORTH MAIN STREET · MONTICELLO, KY 42633
6063481275
Plans filed
1
Years active
2016–2025
Industry
NAICS 55
Latest filing
2025
Total premiums (latest)
$597K
No prior year
Persons covered
241
No prior year
Total participants
157
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$597K
MONTICELLO BANKSHARES, INC. EMPLOYEE BENEFITS PLAN
Mixed241 covered·4 carriers
Primary: SYMETRA-STEALTH (SLIS)

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$312K28.5%
Other$189K17.3%
Life$166K15.2%
Short-term disability$166K15.2%
Long-term disability$166K15.2%
Dental$77K7.0%
Vision$19K1.7%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SYMETRA LIFE INSURANCE COMPANY
EIN 270290866
SL
$312K52.3%11155
HARTFORD LIFE AND ACCIDENT
EIN 060838648
LSTDLTDOth
$166K27.8%11194
DELTA DENTAL OF CALIFORNIA
EIN 610659432
DV
$95K16.0%12241
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 570144607
Oth
$23K3.9%1148

Broker overview

17 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HOUCHENS INSURANCE GROUP INCBOWLING GREEN, KYHARTFORD LIFE AND ACCIDENT, DELTA DENTAL OF KENTUCKY, COLONIAL LIFE & ACCIDENT INSURANCE COMPANY$39K$7K$45K94.8%1
ASSUREDPARTNERSLOUISVILLE, KYCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$884$0$8841.8%1
DEBORAH S GOLDENBOWLING GREEN, KYCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$501$112$6131.3%1
TED BENNETTBOWLING GREEN, KYCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$401$31$4320.9%1
KRISTIN BENNETTBOWLING GREEN, KYCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$114$0$1140.2%1
COURTLANN M ATKINSONBOWLING GREEN, KYCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$100$0$1000.2%1
MARYANNE ANDERSONBOWLING GREEN, KYCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$87$2$890.2%1
MARSHA CLARKSONCOLUMBIA, KYCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$75$0$750.2%1
CRTX2 LLCBOWLING GREEN, KYCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$26$40$660.1%1
VIOLET P COOTSBOWLING GREEN, KYCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$27$0$270.1%1
JEFFREY D HARNEDLOUISVILLE, KYCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$25$0$250.1%1
LEIGH L ARMSTRONGBOWLING GREEN, KYCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$16$1$170.0%1
MEGAN GOODMANNEW ALBANY, INCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$9$0$90.0%1
DAVID SPARKS PURVISOLIVE BRANCE, MSCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$9$0$90.0%1
MICHAEL J BOONELOUISVILLE, KYCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$8$0$80.0%1
VICKIE E LEWISCAVE CITY, KYCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$3$0$30.0%1
WILLIAM JACK MITCHELL JRNORTH PLATTE, NECOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$3$0$30.0%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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