Form 5500 · Employee benefit plan · ALTOONA, AL
THE EXCHANGE BANK OF ALABAMA
THE EXCHANGE BANK OF ALABAMA's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is LPL FINANCIAL CORPORATION. Coverage is written through VOYA and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 63-0073830 · plan 001 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| VOYA | — | 62 | December | $16,074 |
| LINCOLN NATIONAL LIFE INSURANCE | — | 4 | December | $90 |
Questions
Who is THE EXCHANGE BANK OF ALABAMA's benefits broker?
Per its most recent Form 5500 Schedule A, THE EXCHANGE BANK OF ALABAMA's broker of record is LPL FINANCIAL CORPORATION.
What insurance carrier does THE EXCHANGE BANK OF ALABAMA use?
THE EXCHANGE BANK OF ALABAMA's benefit plan is written through VOYA, among 2 disclosed carriers.
When does THE EXCHANGE BANK OF ALABAMA's group plan renew?
The most recent Schedule A policy period for THE EXCHANGE BANK OF ALABAMA ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from THE EXCHANGE BANK OF ALABAMA's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.