Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$1.6M
- Life$453K
- Short-term disability$453K
- Long-term disability$453K
- Other$453K
- Dental$268K
- +1 more
Sponsor portfolioTH
BANKERS FINANCIAL CORPORATION
EIN 59-2318812Latest filing 2025
Plans
2
Retirement
1
$50.4M assets
Welfare
1
$2.4M premiums
Participants
1,132
299 1ST AVE, 11TH FLOOR - ST. PETERSBURG, FL 33701727-823-4000
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.4M premiums / 591 covered livesCarrier market share
Premium dollars by Schedule A carrier
69%top
- SUN LIFE ASSURANCE COMPANY OF CANADA69%
- SYMETRA LIFE INSURANCE COMPANY19%
- METROPOLITAN LIFE INSURANCE COMPANY11%
- EYEMED VISION CARE1%
Broker market share
Schedule A broker compensation
53%top
- STEALTH PARTNER GROUP LLC53%
- DIGITAL INSURANCE LLC38%
- CENTRO BENEFITS RESEARCH LLC6%
- ENROLLEASE2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#333
ASSOCIATES' SAVINGS PLAN
401k
Assets$50.4M
Participants734
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BANKERS FINANCIAL CORPORATION WELFARE BENEFIT PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$2.4M
Covered lives591
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 333 | ASSOCIATES' SAVINGS PLAN | 401k | $50.4M | 734 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BANKERS FINANCIAL CORPORATION WELFARE BENEFIT PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $2.4M | 591 | 2025 |
Retirement plans
Welfare plans