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Form 5500 · Employee benefit plan · MONTICELLO, KY

MONTICELLO BANKSHARES, INC.

MONTICELLO BANKSHARES, INC. of MONTICELLO, KY files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is HOUCHENS INSURANCE GROUP, INC.. Coverage is written through HARTFORD LIFE AND ACCIDENT and 4 other carriers. The plan's most recent policy period ended in June.

Benefits broker of record
Plan renews
June

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 61-1011305 · plan 501 · as of Jul 2026

Participants
163
Carriers on file
5
Disclosed commissions
$40,812
Renewal month
June

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
HARTFORD LIFE AND ACCIDENTLife, Disability194June$27,146
DELTA DENTAL OF KENTUCKYDental235December$7,663
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY48June$4,128
DELTA DENTAL OF KENTUCKYVision241June$1,875
SYMETRA-STEALTH (SLIS)Stop-loss155June$0

Questions

Who is MONTICELLO BANKSHARES, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, MONTICELLO BANKSHARES, INC.'s broker of record is HOUCHENS INSURANCE GROUP, INC..

What insurance carrier does MONTICELLO BANKSHARES, INC. use?

MONTICELLO BANKSHARES, INC.'s benefit plan is written through HARTFORD LIFE AND ACCIDENT, among 5 disclosed carriers.

When does MONTICELLO BANKSHARES, INC.'s group plan renew?

The most recent Schedule A policy period for MONTICELLO BANKSHARES, INC. ended in June. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from MONTICELLO BANKSHARES, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.