Assets by plan
Share of aggregate retirement assets
Filings through .
The First, a National Banking Association
EIN 64-0862173Management of Companies and EnterprisesLatest filing 2025
Plans
3
Retirement
2
$56.5M assets
Health & Benefits
1
$7.3M premiums
Participants
2,466
P.O. BOX 15549 - HATTIESBURG, MS 39404601-450-8888
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $56.5M assets / 2,466 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $7.3M premiums / 1,094 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$6.2M
- Life$546K
- Long-term disability$546K
- Other$546K
- Dental$526K
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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
THE FIRST BANCSHARES, INC. PROFIT SHARING 401(K) PLAN
401(k)
Assets$56.3M
Participants1,323
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
THE FIRST BANCSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$225K
Participants1,143
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
THE FIRST BANCSHARES, INC. FLEXIBLE BENEFITS PLAN
Fully insured - BLUE CROSS & BLUE SHIELD OF MISSISSIPPI
Premiums$7.3M
Covered lives1,094
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | THE FIRST BANCSHARES, INC. PROFIT SHARING 401(K) PLAN | 401(k) | $56.3M | 1,323 | 2024 |
| #002 | THE FIRST BANCSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $225K | 1,143 | 2025 |
- #001 · 401(k) · 20241,323
- #002 · ESOP · 20251,143
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | THE FIRST BANCSHARES, INC. FLEXIBLE BENEFITS PLAN | Fully insured | BLUE CROSS & BLUE SHIELD OF MISSISSIPPI | $7.3M | 1,094 | 2025 |
- #502 · Fully insured · BLUE CROSS & BLUE SHIELD OF MISSISSIPPI · 20251,094
Retirement plans
Health & Benefits plans