Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$6.3M
- Vision$6.3M
- Life$6.3M
- Short-term disability$6.3M
- Long-term disability$6.3M
Sponsor portfolio
SOUTHSTATE BANK, N.A.
EIN 59-2979916bankingLatest filing 2024
Plans
2
Retirement
1
$628.6M assets
Welfare
1
$6.3M premiums
Participants
11,621
1101 FIRST ST - SOUTH WINTER HAVEN, FL 33880803-765-4623southstatebank.comLinkedIn1001-5000 employeesbanking
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $6.3M premiums / 7,101 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- STANDARD INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
72%top
- MARSH & MCLENNAN AGENCY LLC72%
- WORKDAY INC24%
- ROGER BOUCHARD INSURANCE INC2%
- THE ULTIMATE SOFTWARE GROUP2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
SOUTHSTATE BANK 401(K) RETIREMENT SAVINGS PLAN
401k
Assets$628.6M
Participants6,369
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510
SOUTH STATE BANK, N.A. EMPLOYEE BENEFITS PLAN
Mixed - STANDARD INSURANCE COMPANY
Premiums$6.3M
Covered lives7,101
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | SOUTHSTATE BANK 401(K) RETIREMENT SAVINGS PLAN | 401k | $628.6M | 6,369 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 510 | SOUTH STATE BANK, N.A. EMPLOYEE BENEFITS PLAN | Mixed | STANDARD INSURANCE COMPANY | $6.3M | 7,101 | 2024 |
Retirement plans
Welfare plans