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Sponsor portfolio

FIRST SOUTHERN BANCORP, INC.

EIN 61-1129777-Latest filing 2025
Plans
2
Retirement
1
$43.1M assets
Welfare
1
$264K premiums
Participants
547
P.O. BOX 328 - STANFORD, KY 404840328606-365-3555
Plans on this EIN
2 filings
#001401k-$43.1M - 311 part#502Mixed-$264K - 315 lives

Benefits portfolio analytics

1 plan / $264K premiums / 315 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$138K
  • Long-term disability$138K
  • Other$138K
  • Dental$105K
  • Vision$20K
Total $264K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA52%
  • DELTA DENTAL OF CALIFORNIA40%
  • ANTHEM LIFE INSURANCE COMPANY8%
Total $264K3 slices

Broker market share

Schedule A broker compensation

Split broker
52%top
  • DONALD W BRATCHER52%
  • HOUCHENS INSURANCE GROUP INC48%
Total $26K2 slices

Plan deep-dives

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

FIRST SOUTHERN BANCORP INC 401K PLAN

401k

Assets$43.1M
Participants311
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

FIRST SOUTHERN BANCORP, INC. EMPLOYEE BENEFITS PLA

Mixed - GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$264K
Covered lives315
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FIRST SOUTHERN BANCORP INC 401K PLAN401k$43.1M3112024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502FIRST SOUTHERN BANCORP, INC. EMPLOYEE BENEFITS PLAMixedGUARDIAN LIFE INSURANCE COMPANY OF AMERICA$264K3152025
Retirement plans
Welfare plans
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