Plan Ledger DOL Form 5500 · updated monthly

Traditional Bank, Inc.benefits

Traditional Bank, Inc. Benefits Wrap Plan · MT. STERLING, KY · plan year 2025

Broker compensation reported · 2025
$67,825

Traditional Bank, Inc.'s benefits plans covered 263 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance premiums totaled $141,033. Insurance brokers and agents were paid $67,825 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 48.1% of premiums. That is $258 per covered person, above the median for employer plans that report broker pay. Broker pay rose 73% from $39,258 in 2024.

Insurance contracts · 20254
DELTA DENTAL OF KENTUCKY · dental$141K · 407 covered
ANTHEM HEALTH PLANS OF KENTUCKY, INC. · vision stop-losspremiums n/a · 223 covered
SYMETRA LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 263 covered
AMERICAN HERITAGE LIFE INSURANCE COMPANY · healthpremiums n/a · 120 covered
Brokers & agents paid · 20255
JAMES R NELLIGAN & ASSOCIATES$10,671 · incl $10,671 fees
BENEFIT INSURANCE MARKETING INC.$52,950 · incl $9,053 fees
WILLIAM E MOLONEY$3,497
HUMPHRIES INSURANCE AGENCY, LLC$166
2 individual agents · names withheld$541

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.

Also brokered by James R Nelligan & Associates5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 610284535 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.