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Sponsor portfolioTH

SEACO NATIONAL CORP.

EIN 58-1478160-Latest filing 2025
Plans
3
Retirement
2
$53.9M assets
Welfare
1
$734K premiums
Participants
487
7775 THE BLUFFS, SUITE H - AUSTELL, GA 30168770-948-7600
Plans on this EIN
3 filings
#002ESOP-$50.5M - 179 part#001401k-$3.4M - 152 part#501Fully Insured-$734K - 156 lives

Retirement portfolio analytics

2 plans aggregated / $53.9M assets / 331 participants

Assets by plan

Share of aggregate retirement assets

94%top
  • EMPLOYEE STOCK OWNERSHIP (#002)94%
  • PROFIT SHARING PLAN (#001)6%
Total $53.9MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
94%top
  • (Not disclosed)94%
  • TRANSITION FINANCE STRATEGIES, LLC6%
Total $53.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)179
  • PROFIT SHARING PLAN (#001)152
Total 331Click row to drill in

Benefits portfolio analytics

1 plan / $734K premiums / 156 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$725K
  • Life$8K
Total $734K2 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
99%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY99%
  • PRINCIPAL LIFE INSURANCE COMPANY1%
Total $734K2 slices

Broker market share

Schedule A broker compensation

Split broker
72%top
  • STERLING SEACREST PRITCHARD, INC.72%
  • THE CASON GROUP INC28%
Total $80K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SEACO NATIONAL CORP. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$50.5M
Participants179
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SOUTHEAST PET 401(K) PROFIT SHARING PLAN

401k

Assets$3.4M
Participants152
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SEACO NATIONAL CORP. EMPLOYEE BENEFITS WRAP PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$734K
Covered lives156
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SEACO NATIONAL CORP. EMPLOYEE STOCK OWNERSHIP PLANESOP$50.5M1792024
001SOUTHEAST PET 401(K) PROFIT SHARING PLAN401k$3.4M1522024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SEACO NATIONAL CORP. EMPLOYEE BENEFITS WRAP PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$734K1562025
Retirement plans
Welfare plans
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