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Sponsor portfolio

SB HOLDING CORPORATION

EIN 47-1839874-Latest filing 2025
Plans
2
Retirement
1
$224.8M assets
Welfare
1
$83K premiums
Participants
292
3545 MARKET STREET - BIRMINGHAM, AL 35226205-940-2105
Plans on this EIN
2 filings
#002ESOP-$224.8M - 148 part#502Mixed-$83K - 140 lives

Benefits portfolio analytics

1 plan / $83K premiums / 140 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$47K
  • Life$20K
  • Other$20K
  • Vision$16K
Total $83K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
81%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY81%
  • VISION SERVICE PLAN19%
Total $83K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • VALENT GROUP100%
Total $15K1 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

SIGNATURE HOMES EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$224.8M
Participants148
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

SB HOLDING CORPORATION EMPLOYEE BENEFITS PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$83K
Covered lives140
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002SIGNATURE HOMES EMPLOYEE STOCK OWNERSHIP PLANESOP$224.8M1482024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502SB HOLDING CORPORATION EMPLOYEE BENEFITS PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$83K1402025
Retirement plans
Welfare plans
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