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Sponsor portfolio

BAYFIRST NATIONAL BANK

EIN 59-3526917-Latest filing 2025
Plans
3
Retirement
2
$20.9M assets
Welfare
1
$475K premiums
Participants
1,255
700 CENTRAL AVENUE - ST. PETERSBURG, FL 33701727-440-6832
Plans on this EIN
3 filings
#001401k-$19.7M - 632 part#002ESOP-$1.2M - 334 part#501Mixed-$475K - 297 lives

Retirement portfolio analytics

2 plans aggregated / $20.9M assets / 966 participants

Assets by plan

Share of aggregate retirement assets

94%top
  • NATIONAL BANK 401(K) (#001)94%
  • EMPLOYEE STOCK OWNERSHIP (#002)6%
Total $20.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • NATIONAL BANK 401(K) (#001)632
  • EMPLOYEE STOCK OWNERSHIP (#002)334
Total 966Click row to drill in

Benefits portfolio analytics

1 plan / $475K premiums / 297 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$219K
  • Vision$213K
  • Other$168K
  • Life$106K
  • Long-term disability$87K
Total $475K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY56%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA44%
Total $475K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • PINKERTON INSURANCE GROUP INC100%
Total $62K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BAYFIRST NATIONAL BANK 401(K) PLAN

401k

Assets$19.7M
Participants632
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BAYFIRST NATIONAL BANK EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$1.2M
Participants334
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BAYFIRST NATIONAL BANK EMPLOYEE BENEFITS PLAN

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

Premiums$475K
Covered lives297
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BAYFIRST NATIONAL BANK 401(K) PLAN401k$19.7M6322024
002BAYFIRST NATIONAL BANK EMPLOYEE STOCK OWNERSHIP PLANESOP$1.2M3342024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BAYFIRST NATIONAL BANK EMPLOYEE BENEFITS PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (CIGNA)$475K2972025
Retirement plans
Welfare plans
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