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Sponsor portfolioWelfare / HealthEIN 54-1872422

SOUTHERN TRUST MORTGAGE, LLC

295 BENDIX ROAD · VIRGINIA BEACH, VA 23452
7575180700
Plans filed
1
Years active
2016–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$307K
No prior year
Persons covered
345
No prior year
Total participants
176
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #504$307K
SOUTHERN TRUST MORTGAGE, LLC HEALTH AND WELFARE PLAN
Mixed345 covered·3 carriers
Primary: METROPOLITAN LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$162K21.5%
Dental$145K19.3%
Life$142K18.8%
Short-term disability$142K18.8%
Long-term disability$142K18.8%
Vision$20K2.7%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
D
$145K47.3%11345
HARTFORD LIFE AND ACCIDENT
EIN 060838648
LSTDLTDOth
$142K46.2%11174
ANTHEM LIFE INSURANCE COMPANY
EIN 540357120
VOth
$20K6.5%11228

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCRICHMOND, VAHARTFORD LIFE AND ACCIDENT$19K$0$19K100.0%1

History & trajectory

10 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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