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Sponsor portfolio

SOUTHERN NATIONAL BANKS, INC.

EIN 59-2278039-Management of Companies and Enterprises-Latest filing 2025
Plans
4
Retirement
1
$10.8M assets
Welfare
3
$130K premiums
Participants
321
29 EGLIN PARKWAY NE - FORT WALTON BEACH, FL 32548850-796-2000
Plans on this EIN
4 filings
#002401k-$10.8M - 92 part#509Fully Insured-$75K - 70 lives#508Fully Insured-$35K - 87 lives#510Fully Insured-$19K - 72 lives

Benefits portfolio analytics

3 plans / $130K premiums / 229 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$75K
  • Life$35K
  • Long-term disability$19K
Total $130K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • COMBINED INSURANCE COMPANY OF AMERICA58%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY42%
Total $130K2 slices

Broker market share

Schedule A broker compensation

Split broker
67%top
  • MARSH & MCLENNAN AGENCY LLC67%
  • TRUST MANAGEMENT GROUP33%
  • BROWN & BROWN INSURANCE SERVICES0%
Total $8K3 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

SOUTHERN NATIONAL BANKS, INC. 401(K) PLAN

401k

Assets$10.8M
Participants92
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#509

DENTAL INSURANCE

Fully Insured - FLORIDA COMBINED LIFE

Premiums$75K
Covered lives70
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508

LIFE INSURANCE

Fully Insured - LINCOLN NATIONAL LIFE INSURANCE

Premiums$35K
Covered lives87
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510

LONG TERM DISABILITY

Fully Insured - LINCOLN NATIONAL LIFE INSURANCE

Premiums$19K
Covered lives72
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002SOUTHERN NATIONAL BANKS, INC. 401(K) PLAN401k$10.8M922025

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
509DENTAL INSURANCEFully InsuredFLORIDA COMBINED LIFE$75K702025
508LIFE INSURANCEFully InsuredLINCOLN NATIONAL LIFE INSURANCE$35K872025
510LONG TERM DISABILITYFully InsuredLINCOLN NATIONAL LIFE INSURANCE$19K722025
Retirement plans
Welfare plans
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