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Sponsor portfolio

SUNBELT MARKETING INVESTMENT CORP.

EIN 58-1259105-marketing and advertising-Latest filing 2025
Plans
3
Retirement
2
$105.6M assets
Welfare
1
$268K premiums
Participants
764
7400 SUNBELT DRIVE SE - AUSTELL, GA 30168770-739-3740steveleeco.comLinkedIn51-200 employeesmarketing and advertising
Plans on this EIN
3 filings
#001ESOP-$96.9M - 235 part#002401k-$8.7M - 262 part#501Mixed-$268K - 513 lives

Retirement portfolio analytics

2 plans aggregated / $105.6M assets / 497 participants

Assets by plan

Share of aggregate retirement assets

92%top
  • EMPLOYEE STOCK OWNERSHIP (#001)92%
  • INVESTMENT CORP. 401(K) (#002)8%
Total $105.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INVESTMENT CORP. 401(K) (#002)262
  • EMPLOYEE STOCK OWNERSHIP (#001)235
Total 497Click row to drill in

Benefits portfolio analytics

1 plan / $268K premiums / 513 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$249K
  • Dental$242K
  • Life$242K
  • Short-term disability$242K
  • Long-term disability$242K
  • Vision$18K
Total $268K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • METROPOLITAN LIFE INSURANCE COMPANY90%
  • EYEMED VISION CARE7%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD3%
Total $268K3 slices

Broker market share

Schedule A broker compensation

Split broker
87%top
  • IMA, INC.87%
  • WWW INSURANCE, LLC8%
  • ELIZABETH H FINCHER4%
  • DIGITAL INSURANCE LLC1%
Total $22K4 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

SUNBELT MARKETING INVESTMENT CORP. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$96.9M
Participants235
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SUNBELT MARKETING INVESTMENT CORP. 401(K) PLAN

401k

Assets$8.7M
Participants262
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SUNBELT MARKETING WELFARE BENEFIT PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$268K
Covered lives513
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SUNBELT MARKETING INVESTMENT CORP. EMPLOYEE STOCK OWNERSHIP PLANESOP$96.9M2352024
002SUNBELT MARKETING INVESTMENT CORP. 401(K) PLAN401k$8.7M2622024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SUNBELT MARKETING WELFARE BENEFIT PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$268K5132025
Retirement plans
Welfare plans
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