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Sponsor portfolioTH

COMMUNITY FIRST BANK

EIN 57-0899390-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
1
$3.2M assets
Welfare
1
$572K premiums
Participants
147
449 HWY 123 BYPASS - SENECA, SC 29678864-364-6139
Plans on this EIN
2 filings
#001401k-$3.2M - 147 part#506Fully Insured-$572K - 104 lives

Benefits portfolio analytics

1 plan / $572K premiums / 104 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$437K
  • Prescription drug$437K
  • Short-term disability$93K
  • Other$93K
  • Life$55K
  • Long-term disability$55K
  • +2 more
Total $572K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • BLUE CROSS OF CALIFORNIA84%
  • SUN LIFE ASSURANCE COMPANY OF CANADA10%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA7%
Total $572K3 slices

Broker market share

Schedule A broker compensation

Split broker
55%top
  • JOSEPH HALL55%
  • REMEDY ADVISORS LLC29%
  • THE CARSON GROUP INC7%
  • DEBORAH FORD WILSON5%
  • DAVID MASON DOKELL4%
  • +3 more
Total $40K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

COMMUNITY FIRST BANK 401(K) PLAN

401k

Assets$3.2M
Participants147
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

COMMUNITY FIRST BANK, INC. HEALTH & WELFARE PLAN

Fully Insured - BLUECORSS BLUESHIELD OF SOUTH CAROLINA

Premiums$572K
Covered lives104
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001COMMUNITY FIRST BANK 401(K) PLAN401k$3.2M1472024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506COMMUNITY FIRST BANK, INC. HEALTH & WELFARE PLANFully InsuredBLUECORSS BLUESHIELD OF SOUTH CAROLINA$572K1042024
Retirement plans
Welfare plans
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