Form 5500 · Employee benefit plan · BASSETT, VA
CARTER BANK & TRUST
CARTER BANK & TRUST's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is USI INSURANCE SERVICES LLC. Coverage is written through HARTFORD LIFE AND ACCIDENT and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-5539935 · plan 901 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| HARTFORD LIFE AND ACCIDENT | Life, Disability | 689 | December | $19,831 |
| EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | Vision | 940 | December | $7,059 |
Questions
Who is CARTER BANK & TRUST's benefits broker?
Per its most recent Form 5500 Schedule A, CARTER BANK & TRUST's broker of record is USI INSURANCE SERVICES LLC.
What insurance carrier does CARTER BANK & TRUST use?
CARTER BANK & TRUST's benefit plan is written through HARTFORD LIFE AND ACCIDENT, among 2 disclosed carriers.
When does CARTER BANK & TRUST's group plan renew?
The most recent Schedule A policy period for CARTER BANK & TRUST ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from CARTER BANK & TRUST's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.