Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$122K
- Short-term disability$122K
- Long-term disability$122K
Sponsor portfolio
SOUTHPOINT BANK
EIN 65-1260993bankingLatest filing 2025
Plans
2
Retirement
1
$13.0M assets
Welfare
1
$122K premiums
Participants
281
3501 GRANDVIEW PARKWAY - BIRMINGHAM, AL 352431930205-503-5004southpoint.bankLinkedIn51-200 employeesbanking
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $122K premiums / 124 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- SYMETRA LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
100%top
- VALENT GROUP100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SOUTHPOINT BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$13.0M
Participants157
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SOUTHPOINT BANK LIFE AND DISABILITY BENEFIT PLAN
Fully Insured - SYMETRA LIFE INSURANCE COMPANY
Premiums$122K
Covered lives124
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SOUTHPOINT BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $13.0M | 157 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SOUTHPOINT BANK LIFE AND DISABILITY BENEFIT PLAN | Fully Insured | SYMETRA LIFE INSURANCE COMPANY | $122K | 124 | 2025 |
Retirement plans
Welfare plans