# FIRST SOUTH FINANCIAL FEDERAL CREDIT UNION GROUP DISABILITY AND LIFE PLAN

Health and welfare plan sponsored by **FIRST SOUTH FINANCIAL FEDERAL CREDIT UNION**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | FIRST SOUTH FINANCIAL FEDERAL CREDIT UNION |
| EIN | 620579508 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | BARTLETT, TN |
| Industry | Finance and Insurance |
| Funding | fully insured |
| Total premiums | $144K |
| Participants | 129 |
| Persons covered | 129 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| METLIFE LEGAL PLANS | Life, LTD |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Other |

## Brokers

| Broker | Placed with |
|---|---|
| BOON CHAPMAN BENEFIT ADMINISTRATORS | METROPOLITAN LIFE INSUANCE COMPANY |
| GIS BENEFITS INC | METROPOLITAN LIFE INSUANCE COMPANY |
| JOHN R JOHN | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| GREYSON FISHER STERLING | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| MERCER HEALTH AND BENEFITS, LLC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| HARVEY INSURANCE RESOURCES | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| RACHEL WINGFIELD | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| BENEFITS FIRST LLC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| J AUSTIN BAKER | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| E SERV LLC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| JOSEPH STERLING SHEPPARD | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| EMILY COPELAND | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| KAREN W GORDON | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| MARK CHRISTOPHER HOLLAND | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| KINDA JACKSON | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| SILVIO SEJAS | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| ALLISON D JONES | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| KENNETH CARPENTER | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/620579508-501
- Cite as: PlanOptica, https://planoptica.com/welfare/620579508-501
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