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
Filings through .
Top hat
Southern First Bank
EIN 56-2184826bankingLatest filing 2025
Plans
2
Retirement
1
$38.2M assets
Health & Benefits
1
$631K premiums
Participants
710
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $631K premiums / 307 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
SOUTHERN FIRST BANK 401(K) PLAN
401(k)
Assets$38.2M
Participants401
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
SOUTHERN FIRST BANK WELFARE BENEFIT PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$631K
Covered lives307
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | SOUTHERN FIRST BANK 401(K) PLAN | 401(k) | $38.2M | 401 | 2025 |
- #001 · 401(k) · 2025401
Health & Benefits plans
1 plan on this EIN
| 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 |
- #501 · Mixed · UNITED OF OMAHA LIFE INSURANCE COMPANY · 2025307
Retirement plans
Health & Benefits plans