Form 5500 · Employee benefit plan · MCPHERSON, KS
PEOPLES BANK AND TRUST COMPANY
The filing calls this plan EMPLOYEE WELFARE BENEFIT PLAN.
PEOPLES BANK AND TRUST COMPANY of MCPHERSON, KS is a 197-participant finance and insurance employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is HANEY & ASSOCIATES INC.. Coverage is written through HARTFORD LIFE AND ACCIDENT and 1 other carrier. The plan's most recent policy period ended in July.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 48-0369700 · plan 501 · plan year 2025, filed Apr 16, 2026
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How this plan is funded
Funding not settled by the filing
The filing does not report enough to settle how this plan pays for benefits.
Benefits declared on this filing
Also declared: other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 2 insured contracts covering vision, life and disability; the largest, with HARTFORD LIFE AND ACCIDENT, covers 237 people.
Reported premium across the insured contracts is $154,211, with $19,298 in disclosed broker commissions — about 13% of premium.
The most recent policy period ended in July, and the plan year ends July 31. Group contracts typically renew on that annual cycle.
HANEY & ASSOCIATES INC. is the broker of record on 1 of the 2 contracts; the rest name a different broker or none.
Two carriers split the book: HARTFORD LIFE AND ACCIDENT and SURENCY LIFE AND HEALTH.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| HARTFORD LIFE AND ACCIDENT | Life, Disability | 237 | Aug 1, 2025 | $134,278 | $17,365 |
| SURENCY LIFE AND HEALTH | Vision | 122 | Aug 1, 2025 | $19,933 | $1,933 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
How this plan compares
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