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WHITAKER BANK CORPORATION OF KENTUCKY LONG TERM DISABILITY PLAN 401k Plan overview

Plan NameWHITAKER BANK CORPORATION OF KENTUCKY LONG TERM DISABILITY PLAN
Plan identification number 504

WHITAKER BANK CORPORATION OF KENTUCKY LONG TERM DISABILITY PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Long-term disability cover

401k Sponsoring company profile

WHITAKER BANK CORPORATION OF KY has sponsored the creation of one or more 401k plans.

Company Name:WHITAKER BANK CORPORATION OF KY
Employer identification number (EIN):611208135
NAIC Classification:522110
NAIC Description:Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WHITAKER BANK CORPORATION OF KENTUCKY LONG TERM DISABILITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5042022-01-01SEAN ALCORN2023-07-26
5042021-01-01SEAN ALCORN2022-06-05
5042020-01-01
5042019-01-01
5042018-01-01MITCHELL DURHAM
5042017-01-01MITCHELL DURHAM
5042016-04-01MITCHELL DURHAM
5042015-04-01MITCHELL DURHAM
5042014-04-01MITCHELL DURHAM
5042013-04-01MITCHELL DURHAM
5042012-04-01WALLACE WARFIELD
5042011-04-01WALLACE WARFIELD
5042010-04-01WALLACE WARFIELD
5042009-04-01WALLACE WARFIELD
5042009-04-01WALLACE WARFIELD

Plan Statistics for WHITAKER BANK CORPORATION OF KENTUCKY LONG TERM DISABILITY PLAN

401k plan membership statisitcs for WHITAKER BANK CORPORATION OF KENTUCKY LONG TERM DISABILITY PLAN

Measure Date Value
2022: WHITAKER BANK CORPORATION OF KENTUCKY LONG TERM DISABILITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01338
Total number of active participants reported on line 7a of the Form 55002022-01-01336
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-01336
2021: WHITAKER BANK CORPORATION OF KENTUCKY LONG TERM DISABILITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01353
Total number of active participants reported on line 7a of the Form 55002021-01-01338
Total of all active and inactive participants2021-01-01338
2020: WHITAKER BANK CORPORATION OF KENTUCKY LONG TERM DISABILITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01351
Total number of active participants reported on line 7a of the Form 55002020-01-01353
Total of all active and inactive participants2020-01-01353
Total participants2020-01-01353
2019: WHITAKER BANK CORPORATION OF KENTUCKY LONG TERM DISABILITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01346
Total number of active participants reported on line 7a of the Form 55002019-01-01351
Total of all active and inactive participants2019-01-01351
Total participants2019-01-01351
Number of participants with account balances2019-01-010
2018: WHITAKER BANK CORPORATION OF KENTUCKY LONG TERM DISABILITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01618
Total number of active participants reported on line 7a of the Form 55002018-01-01346
Total of all active and inactive participants2018-01-01346
Total participants2018-01-01346
2017: WHITAKER BANK CORPORATION OF KENTUCKY LONG TERM DISABILITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01632
Total number of active participants reported on line 7a of the Form 55002017-01-01618
Total of all active and inactive participants2017-01-01618
Total participants2017-01-01618
2016: WHITAKER BANK CORPORATION OF KENTUCKY LONG TERM DISABILITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-04-01664
Total number of active participants reported on line 7a of the Form 55002016-04-01632
Total of all active and inactive participants2016-04-01632
Total participants2016-04-010
2015: WHITAKER BANK CORPORATION OF KENTUCKY LONG TERM DISABILITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-04-01416
Total number of active participants reported on line 7a of the Form 55002015-04-01664
Total of all active and inactive participants2015-04-01664
Total participants2015-04-010
2014: WHITAKER BANK CORPORATION OF KENTUCKY LONG TERM DISABILITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-04-01444
Total number of active participants reported on line 7a of the Form 55002014-04-01416
Total of all active and inactive participants2014-04-01416
Total participants2014-04-010
2013: WHITAKER BANK CORPORATION OF KENTUCKY LONG TERM DISABILITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-04-01482
Total number of active participants reported on line 7a of the Form 55002013-04-01444
Total of all active and inactive participants2013-04-01444
Total participants2013-04-010
2012: WHITAKER BANK CORPORATION OF KENTUCKY LONG TERM DISABILITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-04-01490
Total number of active participants reported on line 7a of the Form 55002012-04-01482
Total of all active and inactive participants2012-04-01482
Total participants2012-04-010
2011: WHITAKER BANK CORPORATION OF KENTUCKY LONG TERM DISABILITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-04-01502
Total number of active participants reported on line 7a of the Form 55002011-04-01490
Total of all active and inactive participants2011-04-01490
Total participants2011-04-01490
2010: WHITAKER BANK CORPORATION OF KENTUCKY LONG TERM DISABILITY PLAN 2010 401k membership
Total participants, beginning-of-year2010-04-01495
Total number of active participants reported on line 7a of the Form 55002010-04-01502
Total of all active and inactive participants2010-04-01502
Total participants2010-04-01502
2009: WHITAKER BANK CORPORATION OF KENTUCKY LONG TERM DISABILITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-04-01506
Total number of active participants reported on line 7a of the Form 55002009-04-01495
Total of all active and inactive participants2009-04-01495
Total participants2009-04-01495

Form 5500 Responses for WHITAKER BANK CORPORATION OF KENTUCKY LONG TERM DISABILITY PLAN

2022: WHITAKER BANK CORPORATION OF KENTUCKY LONG TERM DISABILITY PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – General assets of the sponsorYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – General assets of the sponsorYes
2021: WHITAKER BANK CORPORATION OF KENTUCKY LONG TERM DISABILITY PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – General assets of the sponsorYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – General assets of the sponsorYes
2020: WHITAKER BANK CORPORATION OF KENTUCKY LONG TERM DISABILITY PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – General assets of the sponsorYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: WHITAKER BANK CORPORATION OF KENTUCKY LONG TERM DISABILITY PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – General assets of the sponsorYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: WHITAKER BANK CORPORATION OF KENTUCKY LONG TERM DISABILITY PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – General assets of the sponsorYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: WHITAKER BANK CORPORATION OF KENTUCKY LONG TERM DISABILITY PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – General assets of the sponsorYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: WHITAKER BANK CORPORATION OF KENTUCKY LONG TERM DISABILITY PLAN 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-04-01Plan funding arrangement – General assets of the sponsorYes
2016-04-01Plan benefit arrangement – InsuranceYes
2015: WHITAKER BANK CORPORATION OF KENTUCKY LONG TERM DISABILITY PLAN 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01Plan funding arrangement – General assets of the sponsorYes
2015-04-01Plan benefit arrangement – InsuranceYes
2014: WHITAKER BANK CORPORATION OF KENTUCKY LONG TERM DISABILITY PLAN 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Plan funding arrangement – General assets of the sponsorYes
2014-04-01Plan benefit arrangement – InsuranceYes
2013: WHITAKER BANK CORPORATION OF KENTUCKY LONG TERM DISABILITY PLAN 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Plan funding arrangement – General assets of the sponsorYes
2013-04-01Plan benefit arrangement – InsuranceYes
2012: WHITAKER BANK CORPORATION OF KENTUCKY LONG TERM DISABILITY PLAN 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Plan funding arrangement – General assets of the sponsorYes
2012-04-01Plan benefit arrangement – InsuranceYes
2011: WHITAKER BANK CORPORATION OF KENTUCKY LONG TERM DISABILITY PLAN 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Plan funding arrangement – General assets of the sponsorYes
2011-04-01Plan benefit arrangement – InsuranceYes
2010: WHITAKER BANK CORPORATION OF KENTUCKY LONG TERM DISABILITY PLAN 2010 form 5500 responses
2010-04-01Type of plan entitySingle employer plan
2010-04-01Plan funding arrangement – General assets of the sponsorYes
2010-04-01Plan benefit arrangement – InsuranceYes
2009: WHITAKER BANK CORPORATION OF KENTUCKY LONG TERM DISABILITY PLAN 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01Plan funding arrangement – General assets of the sponsorYes
2009-04-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number882395G
Policy instance 1
Insurance contract or identification number882395G
Number of Individuals Covered336
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $8,244
Total amount of fees paid to insurance companyUSD $236
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $51,525
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,749
Amount paid for insurance broker fees236
Additional information about fees paid to insurance brokerBONUS PAID
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number882395G
Policy instance 1
Insurance contract or identification number882395G
Number of Individuals Covered338
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $8,042
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $50,262
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,559
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number882395G
Policy instance 1
Insurance contract or identification number882395G
Number of Individuals Covered353
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $7,245
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $45,282
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,245
Additional information about fees paid to insurance brokerPRODUCER PROGRAM PAYMENT
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number882395G
Policy instance 1
Insurance contract or identification number882395G
Number of Individuals Covered351
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $7,019
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $43,867
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,019
Additional information about fees paid to insurance brokerPRODUCER PROGRAM PAYMENT
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number882395G
Policy instance 1
Insurance contract or identification number882395G
Number of Individuals Covered346
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $7,136
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $44,601
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,136
Additional information about fees paid to insurance brokerPRODUCER PROGRAM PAYMENT
Insurance broker organization code?3
UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 )
Policy contract number5450799
Policy instance 1
Insurance contract or identification number5450799
Number of Individuals Covered618
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $4,865
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $86,498
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,865
Additional information about fees paid to insurance brokerPRODUCER PROGRAM PAYMENT
Insurance broker organization code?3
Insurance broker nameBENEFIT INSURANCE MARKETING, INC.
UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 )
Policy contract number5450799
Policy instance 1
Insurance contract or identification number5450799
Number of Individuals Covered664
Insurance policy start date2015-04-01
Insurance policy end date2016-03-31
Total amount of commissions paid to insurance brokerUSD $6,637
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $86,685
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,637
Additional information about fees paid to insurance brokerPRODUCER PROGRAM PAYMENT
Insurance broker organization code?3
Insurance broker nameBENEFIT INSURANCE MARKETING, INC.
UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 )
Policy contract number5450799
Policy instance 1
Insurance contract or identification number5450799
Number of Individuals Covered416
Insurance policy start date2014-04-01
Insurance policy end date2015-03-31
Total amount of commissions paid to insurance brokerUSD $4,878
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $87,834
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,878
Additional information about fees paid to insurance brokerPRODUCER PROGRAM PAYMENT
Insurance broker organization code?3
Insurance broker nameBENEFIT INSURANCE MARKETING, INC.
UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 )
Policy contract number5450799
Policy instance 1
Insurance contract or identification number5450799
Number of Individuals Covered444
Insurance policy start date2013-04-01
Insurance policy end date2014-03-31
Total amount of commissions paid to insurance brokerUSD $4,940
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $94,002
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,940
Additional information about fees paid to insurance brokerPRODUCER PROGRAM PAYMENT
Insurance broker organization code?3
Insurance broker nameBENEFIT INSURANCE MARKETING, INC.
UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 )
Policy contract number5450799
Policy instance 1
Insurance contract or identification number5450799
Number of Individuals Covered482
Insurance policy start date2012-04-01
Insurance policy end date2013-03-31
Total amount of commissions paid to insurance brokerUSD $4,961
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $96,055
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,961
Additional information about fees paid to insurance brokerPRODUCER PROGRAM PAYMENT
Insurance broker organization code?3
Insurance broker nameBENEFIT INSURANCE MARKETING, INC.
UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 )
Policy contract number5450799
Policy instance 1
Insurance contract or identification number5450799
Number of Individuals Covered490
Insurance policy start date2011-04-01
Insurance policy end date2012-03-31
Total amount of commissions paid to insurance brokerUSD $4,962
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $96,204
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 )
Policy contract number5450799
Policy instance 1
Insurance contract or identification number5450799
Number of Individuals Covered502
Insurance policy start date2010-04-01
Insurance policy end date2011-03-31
Total amount of commissions paid to insurance brokerUSD $5,980
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $92,394
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,980
Additional information about fees paid to insurance brokerPRODUCER PROGRAM PAYMENT
Insurance broker organization code?3
Insurance broker nameBENEFIT INSURANCE MARKETING, INC.

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