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Sponsor portfolioTH

SECURITY BANCORP OF TENN, INC.

EIN 62-1261509-banking-Latest filing 2025
Plans
2
Retirement
1
$21.7M assets
Welfare
1
$1.8M premiums
Participants
376
101 MAIN STREET - HALLS, TN 38040731-836-7515LinkedIn51-200 employeesbanking
Plans on this EIN
2 filings
#002401k-$21.7M - 174 part#501Fully Insured-$1.8M - 208 lives

Benefits portfolio analytics

1 plan / $1.8M premiums / 208 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Dental$1.7M
  • Vision$1.7M
  • Life$96K
  • Short-term disability$51K
  • Long-term disability$40K
Total $1.8M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • USABLE LIFE8%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA0%
Total $1.8M3 slices

Broker market share

Schedule A broker compensation

Split broker
67%top
  • JONATHAN GOODSON67%
  • FINANCIAL PRODUCTS AND SERVICE20%
  • GROUP INSURANCE SERVICES INC13%
  • FINANCIAL PRODUCTS AND SERVICES0%
Total $107K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SECURITY BANCORP OF TENNESSEE SAFE HARBOR 401(K) PROFIT SHARING PLAN

401k

Assets$21.7M
Participants174
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SECURITY BANCORP OF TENNESSEE, INC. CAFETERIA PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TENNESSEE

Premiums$1.8M
Covered lives208
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002SECURITY BANCORP OF TENNESSEE SAFE HARBOR 401(K) PROFIT SHARING PLAN401k$21.7M1742024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SECURITY BANCORP OF TENNESSEE, INC. CAFETERIA PLANFully InsuredBLUECROSS BLUESHIELD OF TENNESSEE$1.8M2082025
Retirement plans
Welfare plans
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