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Sponsor portfolioWelfare / HealthEIN 47-1839874

SB HOLDING CORPORATION

3545 MARKET ST · BIRMINGHAM, AL 35226
2059402105
Plans filed
1
Years active
2024–2026
Industry
NAICS 23
Latest filing
2026
Total premiums (latest)
$91K
No prior year
Persons covered
147
No prior year
Total participants
148
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #502$91K
SB HOLDING CORPORATION EMPLOYEE BENEFITS PLAN
Mixed147 covered·2 carriers
Primary: UNITED OF OMAHA LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Long-term disability$51K45.2%
Life$23K20.2%
Other$23K20.2%
Vision$17K14.5%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LLTDOth
$74K81.8%13147
VISION SERVICE PLAN
EIN 061227840
V
$17K18.2%11102

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
VALENT GROUPVESTAVIA, ALUNITED OF OMAHA LIFE INSURANCE COMPANY, VISION SERVICE PLAN$10K$2K$12K83.4%1
IMA, INC.VESTAVIA, ALUNITED OF OMAHA LIFE INSURANCE COMPANY, VISION SERVICE PLAN$2K$0$2K16.6%1

History & trajectory

3 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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