Plan Ledger DOL Form 5500 · updated monthly

Bank of Bartlett, Inc.benefits

Bank of Bartlett Employee Health Benefit Plan · BARTLETT, TN · plan year 2025

Broker compensation reported · 2025
$72,672

Bank of Bartlett, Inc.'s benefits plans covered 101 active participants in 2025, providing health · life · dental · vision · long-term disability · other. Insurance brokers and agents were paid $72,672 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $720 per covered person, in the top 10% of employer plans that report broker pay. Broker pay fell 5.9% from $77,231 in 2024.

Insurance contracts · 20257
METROPOLITAN LIFE INSURANCE COMPANY · dental life ltdpremiums n/a · 275 covered
VISION SERVICE PLAN · visionpremiums n/a · 78 covered
JOHN HANCOCKpremiums n/a · 26 covered
TRANSAMERICA LIFE INSURANCE COMPANY · lifepremiums n/a · 15 covered
COMBINED INSURANCE COMPANY OF AMERICA · lifepremiums n/a · 99 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANY · healthpremiums n/a · 98 covered
Brokers & agents paid · 20258
PATRICK W HOFFMAN$45,503
PATRICK HOFFMAN$23,705
CHARLES SUMMERS$1,599
COMPREHENSIVE WEALTH MGMT$1,512
MILLENNIUM BENEFITS INSURANCE GROUP$84
BANK OF BARTLETT$24
5 individual agents · names withheld$185

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 621072448 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.