Form 5500 · Employee benefit plan · CARTHAGE, MO
SOUTHWEST MISSOURI BANK
SOUTHWEST MISSOURI BANK's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is SOUTHWEST AGENCY INC. Coverage is written through PRINCIPAL LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 43-1161740 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Life, Disability | 440 | December | $15,884 |
| TRANSAMERICA LIFE INSURANCE COMPANY | — | 84 | December | $7,608 |
Questions
Who is SOUTHWEST MISSOURI BANK's benefits broker?
Per its most recent Form 5500 Schedule A, SOUTHWEST MISSOURI BANK's broker of record is SOUTHWEST AGENCY INC.
What insurance carrier does SOUTHWEST MISSOURI BANK use?
SOUTHWEST MISSOURI BANK's benefit plan is written through PRINCIPAL LIFE INSURANCE COMPANY, among 2 disclosed carriers.
When does SOUTHWEST MISSOURI BANK's group plan renew?
The most recent Schedule A policy period for SOUTHWEST MISSOURI BANK ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from SOUTHWEST MISSOURI BANK's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.