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Sponsor portfolioTH

SOUTHERN STATES BANK

EIN 20-8866792-banking-Latest filing 2025
Plans
4
Retirement
1
$16.8M assets
Welfare
3
$2.9M premiums
Participants
360
100 OFFICE PARK DR - MOUNTAIN BRK, AL 352232402205-820-8061LinkedIn51-200 employeesbanking
Plans on this EIN
4 filings
#001401k-$16.8M - 211 part#513Fully Insured-$1.7M - 251 lives#514Fully Insured-$918K - 192 lives#502Fully Insured-$230K - 140 lives

Benefits portfolio analytics

3 plans / $2.9M premiums / 583 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$918K
  • Dental$230K
  • Vision$230K
  • Life$230K
  • Short-term disability$230K
  • Long-term disability$230K
  • +1 more
Total $1.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • BLUE CROSS OF CALIFORNIA80%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA20%
Total $1.1M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • SOUTHERN EMPLOYER BENEFITS, LLC100%
Total $25K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SOUTHERN STATES BANK 401(K) PLAN

401k

Assets$16.8M
Participants211
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#513

SOUTHERN STATES BANK HEALTH - 2024

Fully Insured - BLUE CROSS AND BLUE SHIELD OF ALABAMA

Premiums$1.7M
Covered lives251
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#514

SOUTHERN STATES BANK HEALTH

Fully Insured - BLUE CROSS AND BLUE SHIELD OF ALABAMA

Premiums$918K
Covered lives192
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

SOUTHERN STATES BANK DENTAL, VISION, LIFE, AND DISABILITY COVERAGES

Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$230K
Covered lives140
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SOUTHERN STATES BANK 401(K) PLAN401k$16.8M2112024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
513SOUTHERN STATES BANK HEALTH - 2024Fully InsuredBLUE CROSS AND BLUE SHIELD OF ALABAMA$1.7M2512024
514SOUTHERN STATES BANK HEALTHFully InsuredBLUE CROSS AND BLUE SHIELD OF ALABAMA$918K1922025
502SOUTHERN STATES BANK DENTAL, VISION, LIFE, AND DISABILITY COVERAGESFully InsuredTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$230K1402025
Retirement plans
Welfare plans
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