Form 5500 · Employee benefit plan · CHARLOTTE, NC
HOMETRUST BANK
HOMETRUST BANK of CHARLOTTE, NC files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is USI INSURANCE SERVICES LLC. Coverage is written through UNUM LIFE INSURANCE COMPANY OF AMERICA and 3 other carriers. The plan's most recent policy period ended in May.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 56-0181785 · plan 511 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 1,075 | May | $127,261 |
| UNUM INSURANCE COMPANY | — | 187 | May | $37,720 |
| STARMOUNT LIFE INSURANCE COMPANY | Vision | 446 | May | $3,024 |
| MCLAUGHLIN YOUNG EMPLOYEE SERVICES, INC. | — | 527 | May | $0 |
Questions
Who is HOMETRUST BANK's benefits broker?
Per its most recent Form 5500 Schedule A, HOMETRUST BANK's broker of record is USI INSURANCE SERVICES LLC.
What insurance carrier does HOMETRUST BANK use?
HOMETRUST BANK's benefit plan is written through UNUM LIFE INSURANCE COMPANY OF AMERICA, among 4 disclosed carriers.
When does HOMETRUST BANK's group plan renew?
The most recent Schedule A policy period for HOMETRUST BANK ended in May. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from HOMETRUST BANK's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.