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Sponsor portfolioWelfare / HealthEIN 61-1208135

WHITAKER BANK CORPORATION OF KY

2750 PARIS PIKE · LEXINGTON, KY 40511
8592995246
Plans filed
4
Years active
2016–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$875K
No prior year
Persons covered
1,584
No prior year
Total participants
1,276
No prior year
Plans filed
4
No prior year

Plans under this sponsor

4 plans
Plan #501$550K
WHITAKER BANK CORPORATION OF KENTUCKY SELF INS HEALTH CARE PLAN
Mixed258 covered·2 carriers
Primary: SYMETRA LIFE INSURANCE COMPANY
Plan #502$144K
WHITAKER BANK CORPORATION OF KENTUCKY DENTAL INSURANCE PLAN
Fully insured636 covered·1 carrier
Primary: DELTA DENTAL OF KENTUCKY
Plan #503$128K
WHITAKER BANK CORPORATION OF KENTUCKY LIFE, SUPP LIFE, DEP LIFE, AD&D PLAN
Fully insured345 covered·1 carrier
Primary: HARTFORD LIFE AND ACCIDENT
Plan #504$54K
WHITAKER BANK CORPORATION OF KENTUCKY LONG TERM DISABILITY PLAN
Fully insured345 covered·1 carrier
Primary: HARTFORD LIFE AND ACCIDENT

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$550K54.8%
Dental$144K14.3%
Life$128K12.7%
Other$128K12.7%
Long-term disability$54K5.4%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SYMETRA LIFE INSURANCE COMPANY
EIN 910742147
SL
$550K62.8%11258
HARTFORD LIFE AND ACCIDENT
EIN 060838648
LLTDOth
$182K20.8%22690
DELTA DENTAL OF CALIFORNIA
EIN 610659432
D
$144K16.4%11636
ANTHEM LIFE INSURANCE COMPANY
EIN 611237516
$00.0%110

Broker overview

5 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
SBR SERVICES LLCATLANTA, GASYMETRA LIFE INSURANCE COMPANY$52K$46K$97K67.8%1
BENEFIT INSURANCE MARKETING, INC.LEXINGTON, KYDELTA DENTAL OF KENTUCKY, HARTFORD LIFE AND ACCIDENT$29K$5K$34K23.4%3
JAMES R NELLIGAN & ASSOCIATES LLCWALL, NJHARTFORD LIFE AND ACCIDENT$0$11K$11K7.5%2
BENEFIT ADVISORS SERVICES GROUP LLCALPHARETTA, GAHARTFORD LIFE AND ACCIDENT$2K$0$2K1.1%2
BENEFITS INS MARKETING INCLEXINGTON, KYANTHEM HEALTH PLANS OF KY, INC.$0$333$3330.2%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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