Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$162K
- Dental$145K
- Life$142K
- Short-term disability$142K
- Long-term disability$142K
- Vision$20K
Sponsor portfolio
SOUTHERN TRUST MORTGAGE, LLC
EIN 54-1872422financial servicesLatest filing 2025
Plans
2
Retirement
1
$18.7M assets
Welfare
1
$307K premiums
Participants
413
295 BENDIX ROAD, SUITE 400 - VIRGINIA BEACH, VA 23452757-518-0700southerntrust.comLinkedIn501-1000 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $307K premiums / 345 covered livesCarrier market share
Premium dollars by Schedule A carrier
47%top
- METROPOLITAN LIFE INSURANCE COMPANY47%
- HARTFORD LIFE AND ACCIDENT46%
- ANTHEM LIFE INSURANCE COMPANY7%
Broker market share
Schedule A broker compensation
100%top
- MARSH & MCLENNAN AGENCY 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
SOUTHERN TRUST MORTGAGE 401(K) PLAN
401k
Assets$18.7M
Participants237
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
SOUTHERN TRUST MORTGAGE, LLC HEALTH AND WELFARE PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$307K
Covered lives345
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SOUTHERN TRUST MORTGAGE 401(K) PLAN | 401k | $18.7M | 237 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | SOUTHERN TRUST MORTGAGE, LLC HEALTH AND WELFARE PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $307K | 345 | 2025 |
Retirement plans
Welfare plans