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Sponsor portfolioWelfare / HealthEIN 62-1072448

BANK OF BARTLETT, INC.

6281 STAGE ROAD · BARTLETT, TN 38134
9013826600
Plans filed
1
Years active
2015–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$1.2M
No prior year
Persons covered
275
No prior year
Total participants
101
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.2M
BANK OF BARTLETT EMPLOYEE HEALTH BENEFIT PLAN
Fully insured275 covered·7 carriers
Primary: CIGNA HEALTH AND LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$910K53.1%
Other$237K13.8%
Life$212K12.4%
Dental$172K10.1%
Long-term disability$172K10.1%
Vision$10K0.6%

Carrier overview

7 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
H
$910K78.6%1198
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
DLLTDOth
$172K14.9%11275
COMBINED INSURANCE COMPANY OF AMERICA
EIN 362136263
LOth
$34K2.9%1199
JOHN HANCOCK LIFE INSURANCE COMPANY
EIN 010233346
Oth
$24K2.0%1126
VISION SERVICE PLAN
EIN 061227840
V
$10K0.9%1178
TRANSAMERICA LIFE INSURANCE COMPANY
EIN 390989781
LOth
$6K0.5%1115
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 570144607
Oth
$7170.1%112

Broker overview

12 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
PATRICK W HOFFMANGERMANTOWN, TNCIGNA HEALTH AND LIFE INSURANCE COMPANY$46K$0$46K62.6%1
PATRICK HOFFMANGERMANTOWN, TNVISION SERVICE PLAN, METROPOLITAN LIFE INSURANCE COMPANY$24K$0$24K32.6%1
CHARLES D. BLOCK—COMBINED INSURANCE COMPANY OF AMERICA$2K$0$2K2.2%1
COMPREHENSIVE BENEFIT ADMINISTRATOR—COMBINED INSURANCE COMPANY OF AMERICA, JOHN HANCOCK$2K$0$2K2.1%1
ELIZABETH MARIE LANGEVIN—COMBINED INSURANCE COMPANY OF AMERICA$103$0$1030.1%1
MILLENNIUM BENEFITS INSURANCE GROUPCHAGRIN FALLS, OHTRANSAMERICA LIFE INSURANCE COMPANY$84$0$840.1%1
AON CONSULTING INC—COMBINED INSURANCE COMPANY OF AMERICA$60$0$600.1%1
GREGORY L VOGESHAMMONTON, NJTRANSAMERICA LIFE INSURANCE COMPANY$58$0$580.1%1
BANK OF BARTLETTBARTLETT, TNTRANSAMERICA LIFE INSURANCE COMPANY$24$0$240.0%1
MARK CHRISTOPHER HOLLANDGERMANTOWN, TNCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$11$0$110.0%1
KENNETH CARPENTERCOLLIERVILLE, TNCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$11$0$110.0%1
J AUSTIN BAKERMEMPHIS, TNCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$2$0$20.0%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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