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Form 5500 · Employee benefit plan · DAYTON, TN

SIMPLYBANK

Public Form 5500 records show how SIMPLYBANK (DAYTON, TN) structures its employee benefits. Its broker of record is BRENT WICK. Coverage is written through BLUECROSS BLUESHIELD OF TENNESSEE, INC. and 12 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 62-0123640 · plan 503 · as of Aug 2026

Participants
116
Carriers on file
13
Disclosed commissions
$41,331
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
BLUECROSS BLUESHIELD OF TENNESSEE, INC.Health, Dental, Vision66December$629,715$36,842
UNITED OF OMAHA LIFE INSURANCE COMPANYLife67April$3,985$598
UNITED OF OMAHA LIFE INSURANCE COMPANYDisability119April$3,908$586
UNITED OF OMAHA LFE INSURANCE COMPANYDisability109June$3,683$552
UNITED OF OMAHA LIFE INSURANCE COMPANY119April$3,524$529
UNITED OF OMAHA LIFE INSURANCE COMPANY109June$3,316$497
UNITED OF OMAHA LIFE INSURANCE COMPANY45April$2,700$405
UNITED OF OMAHA LIFE INSURANCE COMPANYLife34June$2,047$307
UNITED OF OMAHA LIFE INSURANCE COMPANY31June$1,723$258
UNITED OF OMAHA LIFE INSURANCE COMPANY49April$1,195$239
UNITED OF OMAHA LIFE INSURANCE COMPANYLife119April$1,762$176
UNITED OF OMAHA LIFE INSURANCE COMPANY43June$876$175
UNITED OF OMAHA LIFE INSURANCE COMPANYLife108June$1,668$167

Questions

Who is SIMPLYBANK's benefits broker?

Per its most recent Form 5500 Schedule A, SIMPLYBANK's broker of record is BRENT WICK.

What insurance carrier does SIMPLYBANK use?

SIMPLYBANK's benefit plan is written through BLUECROSS BLUESHIELD OF TENNESSEE, INC., among 13 disclosed carriers.

When does SIMPLYBANK's group plan renew?

The most recent Schedule A policy period for SIMPLYBANK ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

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