PlanOptica
PlanOptica
Retirement
Welfare
Providers
Data
Pricing
Sign in
Sign up free
Welfare plans
/
Sponsors
/
BANK INDEPENDENT
Sponsor portfolio
Welfare / Health
EIN
630260951
BANK INDEPENDENT
PO BOX 5000 · SHEFFIELD, AL 356600137
2563865000
Plans filed
7
Years active
2016–2026
Industry
NAICS 52
Latest filing
2026
Total premiums (latest)
i
$19K
No prior year
Persons covered
i
680
No prior year
Total participants
i
1,287
No prior year
Plans filed
i
7
No prior year
Plans under this sponsor
7 plans
Plan #507
$222K
BANK INDEPENDENT AFLAC
Fully insured
239 covered
·
1 carrier
Primary: AFLAC
Plan #506
$209K
BANK INDEPENDENT LIFE/ADD
Fully insured
592 covered
·
1 carrier
Primary: RELIASTAR LIFE INSURANCE COMPANY
Plan #508
$120K
BANK INDEPENDENT VISION
Fully insured
460 covered
·
1 carrier
Primary: VISION SERVICE PLAN
Plan #505
$60K
BANK INDEPENDENT LTD
Fully insured
592 covered
·
1 carrier
Primary: RELIASTAR LIFE INSURANCE COMPANY
Plan #510
$41K
BANK INDEPENDENT 5STAR
Fully insured
0 covered
·
1 carrier
Primary: 5STAR LIFE INSURANCE COMPANY
Plan #509
$19K
BANK INDEPENDENT EAP
Fully insured
680 covered
·
1 carrier
Primary: NEW DIRECTIONS BEHAVIORAL HEALTH
Plan #504
$0
BANK INDEPENDENT HEALTH-DENTAL
Self-funded
0 covered
·
0 carriers
Coverage overview
Aggregate, latest year
Benefit type
Premium
Share
Distribution
Other
$19K
100.0%
Carrier overview
1 carrier · all plans
Carrier
Coverage
Total premium
Share
Plans
Contracts
Covered
NEW DIRECTIONS BEHAVIORAL HEALTH
EIN 431698690
Oth
$19K
100.0%
1
1
680
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
Plan #507
BANK INDEPENDENT AFLAC
239 covered · 1 contract
$222K
Plan #506
BANK INDEPENDENT LIFE/ADD
592 covered · 1 contract
$209K
Plan #508
BANK INDEPENDENT VISION
460 covered · 1 contract
$120K
Plan #505
BANK INDEPENDENT LTD
592 covered · 1 contract
$60K
Plan #510
BANK INDEPENDENT 5STAR
0 covered · 1 contract
$41K
Plan #509
BANK INDEPENDENT EAP
680 covered · 1 contract
$19K
Plan #504
BANK INDEPENDENT HEALTH-DENTAL
0 covered · 0 contracts
$0
Company contact details
Filing signers, plan administrators, auditors, actuaries
5 contacts
Provider details
Schedule C providers, welfare brokers and carriers
52 providers
Sponsor documents
Form 5500 filings and Top Hat statements on this EIN
101 documents - 10 plans - 12 years