Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$631K
- Vision$631K
- Life$631K
- Short-term disability$631K
- Long-term disability$631K
- Other$631K
Sponsor portfolioTH
SOUTHERN FIRST BANK, INC.
EIN 56-2184826bankingLatest filing 2025
Plans
2
Retirement
1
$31.1M assets
Welfare
1
$631K premiums
Participants
664
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $631K premiums / 307 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
100%top
- AP BENEFIT ADVISORS, 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 FIRST BANK 401(K) PLAN
401k
Assets$31.1M
Participants355
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SOUTHERN FIRST BANK WELFARE BENEFIT PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$631K
Covered lives307
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SOUTHERN FIRST BANK 401(K) PLAN | 401k | $31.1M | 355 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SOUTHERN FIRST BANK WELFARE BENEFIT PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $631K | 307 | 2025 |
Retirement plans
Welfare plans