Plan Ledger DOL Form 5500 · updated monthly

Blue Ridge Bank and Trust Companybenefits

Group Employee Benefits Program · INDEPENDENCE, MO · plan year 2025

Previously filed as Blue Ridge Bank & Trust Company. Same employer identification number; renames and acquisitions are why old benefits and 401(k) accounts get lost.

Broker compensation reported · 2025
$76,918

Blue Ridge Bank and Trust Company's benefits plans covered 114 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $76,918 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $675 per covered person, in the top quarter of employer plans that report broker pay. Broker pay fell 22% from $98,662 in 2024.

Insurance contracts · 20254
DELTA DENTAL OF MISSOURI · dentalpremiums n/a · 168 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 113 covered
VISION SERVICE PLAN · visionpremiums n/a · 51 covered
UNITEDHEALTHCARE INSURANCE COMPANY · health ppopremiums n/a · 134 covered
Brokers & agents paid · 20251
WILLIS TOWERS WATSON MIDWEST INC$76,918 · incl $61,102 fees
Also brokered by Wtw5

Why are you looking at this plan?

More

Source: DOL Form 5500 Schedule A, plan year 2025, EIN 440626318 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.