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  1. Companies/
  2. Bayfirst National Bank
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Bayfirst National Bank

EIN 59-3526917-Finance and Insurance-Latest filing 2025
Plans
3
Retirement
2
$20.4M assets
Health & Benefits
1
$475K premiums
Participants
1,117
700 CENTRAL AVE - ST PETERSBURG, FL 33701727-685-2071
Plans on this EIN
3 filings
#001401(k)-$19.9M - 464 part#002ESOP-$518K - 364 part#501Mixed-$475K - 297 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $20.4M assets / 828 participants

Assets by plan

Share of aggregate retirement assets

  • NATIONAL BANK 401(K) (#001)$19.9M
  • EMPLOYEE STOCK OWNERSHIP (#002)$518K
Total $20.4MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • NATIONAL BANK 401(K) (#001)464
  • EMPLOYEE STOCK OWNERSHIP (#002)364
Total 828Select a row to open it

Benefits portfolio analytics

1 plan / $475K premiums / 297 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$164K
  • Vision$161K
  • Other$129K
  • Life$82K
  • Long-term disability$66K
Total $359K5 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

BAYFIRST NATIONAL BANK 401(K) PLAN

401(k)

Assets$19.9M
Participants464
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

BAYFIRST NATIONAL BANK EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$518K
Participants364
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

BAYFIRST NATIONAL BANK EMPLOYEE BENEFITS PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (CIGNA)

Premiums$475K
Covered lives297
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001BAYFIRST NATIONAL BANK 401(K) PLAN401(k)$19.9M4642025
#002BAYFIRST NATIONAL BANK EMPLOYEE STOCK OWNERSHIP PLANESOP$518K3642025
  • BAYFIRST NATIONAL BANK 401(K) PLAN$19.9M
    #001 · 401(k) · 2025464
  • BAYFIRST NATIONAL BANK EMPLOYEE STOCK OWNERSHIP PLAN$518K
    #002 · ESOP · 2025364

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501BAYFIRST NATIONAL BANK EMPLOYEE BENEFITS PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (CIGNA)$475K2972025
  • BAYFIRST NATIONAL BANK EMPLOYEE BENEFITS PLAN$475K
    #501 · Mixed · CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (CIGNA) · 2025297
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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