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Sponsor portfolioWelfare / HealthEIN 64-0117230

CADENCE BANK

P.O. BOX 789 · TUPELO, MS 38802
6626802558
Plans filed
1
Years active
2022–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$5.3M
No prior year
Persons covered
5,806
No prior year
Total participants
5,806
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #510$5.3M
CADENCE EMPLOYEE WELFARE BENEFIT PLAN
Mixed5,806 covered·5 carriers
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$4.0M64.5%
Life$830K13.5%
Vision$721K11.8%
Long-term disability$629K10.2%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LLTDOth
$4.2M80.0%155,806
VISION SERVICE PLAN
EIN 061227840
V
$721K13.6%114,146
AFLAC
EIN 570514130
Oth
$295K5.6%112,498
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 620331200
LTDOth
$42K0.8%1346

Broker overview

7 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
GALLAGHER BENEFIT SERVICES, INC.GULFPORT, MSTHE LINCOLN NATIONAL LIFE INSURANCE, CONTINENTAL AMERICAN INSURANCE COMPANY, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, PROVIDENT LIFE AND ACCIDENT, VISION SERVICE PLAN$662K$71K$733K79.7%1
BXS INSURANCE INCGULFPORT, MSTHE LINCOLN NATIONAL LIFE INSURANCE, CONTINENTAL AMERICAN INSURANCE COMPANY, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, VISION SERVICE PLAN$186K$0$186K20.2%1
PATRIOT GROWTH INSURANCE SERVICESFORT WASHINGTON, PACONTINENTAL AMERICAN INSURANCE COMPANY, PROVIDENT LIFE AND ACCIDENT$270$657$9270.1%1
PANTALONE, JO, ANNHAMMONTON, NJPROVIDENT LIFE AND ACCIDENT$81$144$2250.0%1
SAIC INCPHENIX CITY, ALCONTINENTAL AMERICAN INSURANCE COMPANY$19$0$190.0%1
JOHN W AMOSCOLUMBUS, GACONTINENTAL AMERICAN INSURANCE COMPANY$6$0$60.0%1
HERRING, RICHARD, FULLERBIRMINGHAM, ALPROVIDENT LIFE AND ACCIDENT$5$0$50.0%1

History & trajectory

4 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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