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Sponsor portfolio

SERVISFIRST BANK

EIN 20-2451671-banking-Latest filing 2025
Plans
3
Retirement
1
$71.0M assets
Welfare
2
$1.3M premiums
Participants
1,659
2500 WOODCREST PLACE - BIRMINGHAM, AL 35209205-949-0302servisfirstbank.comLinkedIn501-1000 employeesbanking
Plans on this EIN
3 filings
#002401k-$71.0M - 762 part#503Mixed-$1.3M - 637 lives#510Self Funded-0 lives

Benefits portfolio analytics

2 plans / $1.3M premiums / 637 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$1.3M
  • Vision$1.3M
  • Life$1.3M
  • Short-term disability$1.3M
  • Long-term disability$1.3M
  • Other$1.3M
Total $1.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Total $1.3M1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • PAUL SAIA100%
Total $158K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SERVISFIRST BANK 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$71.0M
Participants762
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

SERVISFIRST BANK HEALTH & WELFARE BENEFIT PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$1.3M
Covered lives637
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510

SERVISFIRST BANK FLEXIBLE BENEFITS PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002SERVISFIRST BANK 401(K) PROFIT SHARING PLAN AND TRUST401k$71.0M7622024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
503SERVISFIRST BANK HEALTH & WELFARE BENEFIT PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$1.3M6372025
510SERVISFIRST BANK FLEXIBLE BENEFITS PLANSelf Funded-$002025
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