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Sponsor portfolioTH

STATE BANK OF SOUTHERN UTAH

EIN 87-0234702-banking-Latest filing 2025
Plans
2
Retirement
1
$34.9M assets
Welfare
1
$2.6M premiums
Participants
636
377 NORTH MAIN - CEDAR CITY, UT 84721435-865-2395sbsu.comLinkedIn201-500 employeesbanking
Plans on this EIN
2 filings
#001401k-$34.9M - 353 part#501Fully Insured-$2.6M - 638 lives

Benefits portfolio analytics

1 plan / $2.6M premiums / 638 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.2M
  • Prescription drug$2.2M
  • Dental$207K
  • Vision$207K
  • Life$119K
  • Long-term disability$119K
  • +1 more
Total $2.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • MOTIVHEALTH87%
  • TOWN & COUNTRY LIFE INSURANCE COMPANY8%
  • AMERICAN UNITED LIFE INSURANCE COMPANY5%
Total $2.6M3 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • MORETON & COMPANY86%
  • ABSI14%
Total $23K2 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

STATE BANK OF SOUTHERN UTAH PROFIT SHARING 401(K) PLAN

401k

Assets$34.9M
Participants353
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

STATE BANK OF SOUTHERN UTAH CAFETERIA PLAN

Fully Insured - MOTIVHEALTH INSURANCE COMPANY

Premiums$2.6M
Covered lives638
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001STATE BANK OF SOUTHERN UTAH PROFIT SHARING 401(K) PLAN401k$34.9M3532024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501STATE BANK OF SOUTHERN UTAH CAFETERIA PLANFully InsuredMOTIVHEALTH INSURANCE COMPANY$2.6M6382025
Retirement plans
Welfare plans
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