Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$40K
- Long-term disability$40K
- Other$40K
Sponsor portfolioTH
SOUTHPOINT FINANCIAL CREDIT UNION
EIN 41-0518425financial servicesLatest filing 2025
Plans
2
Retirement
1
$9.3M assets
Welfare
1
$40K premiums
Participants
235
P.O. BOX 406 - SLEEPY EYE, MN 56085507-794-6712southpointfinancial.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $40K premiums / 105 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- STANDARD INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
100%top
- LOCKTON COMPANIES, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SOUTHPOINT FINANCIAL CREDIT UNION 401(K) PLAN
401k
Assets$9.3M
Participants130
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SOUTHPOINT FINANCIAL CREDIT UNION HEALTH & WELFARE BENEFIT PLAN
Fully Insured - STANDARD INSURANCE COMPANY
Premiums$40K
Covered lives105
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SOUTHPOINT FINANCIAL CREDIT UNION 401(K) PLAN | 401k | $9.3M | 130 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SOUTHPOINT FINANCIAL CREDIT UNION HEALTH & WELFARE BENEFIT PLAN | Fully Insured | STANDARD INSURANCE COMPANY | $40K | 105 | 2025 |
Retirement plans
Welfare plans