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  2. SOUTH STATE BANK, NATIONAL ASSOCIATION
Sponsor portfolio

SOUTH STATE BANK, NATIONAL ASSOCIATION

EIN 59-2979916-banking-Latest filing 2025
Plans
2
Retirement
1
$628.6M assets
Welfare
1
$9.6M premiums
Participants
12,897
1101 FIRST STREET - SOUTH WINTER HAVEN, FL 33880803-765-4623southstatebank.comLinkedIn1001-5000 employeesbanking
Plans on this EIN
2 filings
#003401k-$628.6M - 6,369 part#510Mixed-$9.6M - 8,260 lives

Benefits portfolio analytics

1 plan / $9.6M premiums / 8,260 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$9.6M
  • Vision$9.6M
  • Life$9.6M
  • Short-term disability$9.6M
  • Long-term disability$9.6M
Total $9.6M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • STANDARD INSURANCE COMPANY100%
Total $9.6M1 slice

Broker market share

Schedule A broker compensation

Split broker
70%top
  • MARSH & MCLENNAN AGENCY LLC70%
  • WORKDAY INC30%
Total $1.0M2 slices

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$9.6M
Covered lives8,260
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003SOUTHSTATE BANK 401(K) RETIREMENT SAVINGS PLAN401k$628.6M6,3692024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510SOUTH STATE BANK, N.A. EMPLOYEE BENEFITS PLANMixedSTANDARD INSURANCE COMPANY$9.6M8,2602025
Retirement plans
Welfare plans
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