Plan Ledger DOL Form 5500 · updated monthly

Wb & T Bankshares, Inc.benefits

Wb&T Bankshares, Inc. Welfare Benefit Plan · VALDOSTA, GA · plan year 2025

Previously filed as Wb&T Bankshares, Inc. Same employer identification number; renames and acquisitions are why old benefits and 401(k) accounts get lost.

Broker compensation reported · 2025
$10,880

Wb & T Bankshares, Inc.'s benefits plans covered 127 active participants in 2025, providing short-term disability. Insurance brokers and agents were paid $10,880 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $86 per covered person, below the median for employer plans that report broker pay. Broker pay rose 6.0% from $10,265 in 2024.

Insurance contracts · 20251
PRINCIPAL LIFE INSURANCE COMPANY · stdpremiums n/a · 127 covered
Brokers & agents paid · 20253
PARTNERS BENEFIT GROUP LLC$5,683
JAMES R NELLIGAN & ASSOCIATES LLC$2,761 · incl $2,761 fees
POINTENORTH INSURANCE GROUP LLC$2,436
Also brokered by Partners Benefit Group LLC5
Metro City Bank GA$23,615

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 581853934 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.