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Sponsor portfolioWelfare / HealthEIN 59-2278039
SOUTHERN NATIONAL BANK, INC.
29 EGLIN PKWY NE · FORT WALTON BEACH, FL 32548
8507962000
- Plans filed
- 3
- Years active
- 2015–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$130K
No prior year
Persons covered
229
No prior year
Total participants
229
No prior year
Plans filed
3
No prior year
Plans under this sponsor
3 plans
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Dental | $75K | 57.9% | |
| Life | $35K | 27.2% | |
| Long-term disability | $19K | 15.0% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 592876465 | D | $75K | 57.9% | 1 | 1 | 70 |
EIN 350472300 | LLTD | $55K | 42.1% | 2 | 2 | 159 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | ROANOKE, VA | LINCOLN NATIONAL LIFE INSURANCE | $5K | $0 | $5K | 66.7% | 2 |
| TRUST MANAGEMENT GROUP | WINTER PARK, FL | LINCOLN NATIONAL LIFE INSURANCE | $0 | $3K | $3K | 33.3% | 2 |
| BROWN & BROWN INSURANCE SERVICES | PENSACOLA, FL | FLORIDA COMBINED LIFE | $0 | $0 | $0 | 0.0% | 1 |
History & trajectory
11 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