Plan Ledger DOL Form 5500 · updated monthly

Carter Bank & Trustbenefits

Health Care Plan of Carter Bank and Trust · BASSETT, VA · plan year 2025

Broker compensation reported · 2025
$37,942

Carter Bank & Trust's benefits plans covered 689 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $37,942 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $55 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay fell 7.9% from $41,182 in 2024.

Insurance contracts · 20252
HARTFORD LIFE AND ACCIDENT · life std ltdpremiums n/a · 689 covered
Brokers & agents paid · 20251
USI INSURANCE SERVICES LLC$37,942 · incl $11,052 fees
Also brokered by Usi5
Adapthealth, LLC PA$827,688

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 205539935 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.