PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. SOUTHERN BANCSHARES, INC.
Sponsor portfolio

SOUTHERN BANCSHARES, INC.

EIN 74-2224807-Latest filing 2025
Plans
2
Retirement
1
$21.8M assets
Welfare
1
$1.8M premiums
Participants
340
1616 S. VOSS ROAD, STE 700 - HOUSTON, TX 77057713-871-0995
Plans on this EIN
2 filings
#001401k-$21.8M - 187 part#501Fully Insured-$1.8M - 192 lives

Benefits portfolio analytics

1 plan / $1.8M premiums / 192 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$1.8M
  • Vision$1.8M
  • Health$1.6M
  • Other$246K
  • Life$90K
  • Short-term disability$90K
  • +1 more
Total $1.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY87%
  • SUN LIFE ASSURANCE COMPANY OF CANADA13%
Total $1.9M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GBS BENEFITS INC100%
Total $115K1 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

THE SOUTHERN BANCSHARES 401(K) PLAN

401k

Assets$21.8M
Participants187
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SOUTHERN BANCSHARES EMPLOYEE BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$1.8M
Covered lives192
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE SOUTHERN BANCSHARES 401(K) PLAN401k$21.8M1872024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SOUTHERN BANCSHARES EMPLOYEE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$1.8M1922025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica