Carrier market share
Premium dollars by Schedule A carrier
0%top
- COMPANION LIFE INSURANCE COMPANY0%
- AFLAC0%
- UNUM LIFE INSURANCE COMPANY OF AMERICA0%
Sponsor portfolio
FIRST PALMETTO BANK
EIN 57-0921408bankingLatest filing 2025
Plans
2
Retirement
1
$16.9M assets
Welfare
1
Participants
397
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $0 premiums / 161 covered livesMulti-vendor
Broker market share
Schedule A broker compensation
99%top
- COMPANION LIFE99%
- ENTERPRISE GENERAL INS AGENCY0%
- MARY JONES0%
- JOLENE MARCHANT0%
- BROWN & BROWN INSURANCE SERVICES0%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
FIRST PALMETTO BANK RETIREMENT PLAN
ProfitSharing
Assets$16.9M
Participants236
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
FLEXIBLE SPENDING PLAN
Mixed - COMPANION LIFE
Premiums$0
Covered lives161
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | FIRST PALMETTO BANK RETIREMENT PLAN | ProfitSharing | $16.9M | 236 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | FLEXIBLE SPENDING PLAN | Mixed | COMPANION LIFE | $0 | 161 | 2025 |
Retirement plans
Welfare plans