Plan Ledger DOL Form 5500 · updated monthly

Whitaker Bank Corporation of Kybenefits

Whitaker Bank Corporation of Kentucky Life, Supp Life, Dep Life, Ad&D Plan · LEXINGTON, KY · plan year 2025

Broker compensation reported · 2025
$143,796

Whitaker Bank Corporation of Ky's benefits plans covered 366 active participants in 2025, providing life · death benefits. Insurance premiums totaled $24,133. Insurance brokers and agents were paid $143,796 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 595.8% of premiums. That is $393 per covered person, above the median for employer plans that report broker pay. Broker pay fell 0.7% from $144,874 in 2024.

Insurance contracts · 20255
DELTA DENTAL OF KENTUCKY · dental$24K · 636 covered
SYMETRA LIFE INSURANCE COMPANY · stop-losspremiums n/a · 258 covered
ANTHEM HEALTH PLANS OF KY, INC. · health ppopremiums n/a
HARTFORD LIFE AND ACCIDENT · lifepremiums n/a · 345 covered
HARTFORD LIFE AND ACCIDENT · ltdpremiums n/a · 345 covered
Brokers & agents paid · 20256
SBR SERVICES LLC$97,481 · incl $45,814 fees
BENEFIT INSURANCE MARKETING, INC.$30,145 · incl $5,114 fees
JAMES R. NELLIGAN & ASSOCIATES, LLC$10,729 · incl $10,729 fees
BENEFIT INSURANCE MARKETING INC.$3,510
BENEFIT ADVISORS SERVICES GRP$1,598
BENEFITS INS MARKETING INC$333 · incl $333 fees
Also brokered by Sbr Services LLC5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 611208135 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.