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Sponsor portfolioWelfare / HealthEIN 62-0579508

FIRST SOUTH FINANCIAL FEDERAL CREDIT UNION

2723 SUMMER OAKS DR · BARTLETT, TN 381342858
9013807400
Plans filed
1
Years active
2015–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$144K
No prior year
Persons covered
129
No prior year
Total participants
129
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$144K
FIRST SOUTH FINANCIAL FEDERAL CREDIT UNION GROUP DISABILITY AND LIFE PLAN
Fully insured129 covered·2 carriers
Primary: METROPOLITAN LIFE INSUANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$126K46.7%
Long-term disability$126K46.7%
Other$18K6.5%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
LLTD
$126K87.8%11129
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 570144607
Oth
$18K12.2%1117

Broker overview

18 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
BOON CHAPMAN BENEFIT ADMINISTRATORSAUSTIN, TXMETROPOLITAN LIFE INSUANCE COMPANY$19K$6K$25K88.5%1
GIS BENEFITS INCMORRIS, ILMETROPOLITAN LIFE INSUANCE COMPANY$0$1K$1K4.4%1
JOHN R JOHNMEMPHIS, TNCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$396$50$4461.6%1
GREYSON FISHER STERLINGGERMANTOWN, TNCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$301$128$4291.5%1
MERCER HEALTH AND BENEFITS, LLCCHICAGO, ILCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$388$0$3881.4%1
HARVEY INSURANCE RESOURCESCORDOVA, TNCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$255$0$2550.9%1
RACHEL WINGFIELDCOLLIERVILLE, TNCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$118$0$1180.4%1
BENEFITS FIRST LLCLEXINGTON, KYCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$71$0$710.2%1
J AUSTIN BAKERPLEASANT VIEW, TXCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$67$0$670.2%1
E SERV LLCCORDOVA, TNCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$64$0$640.2%1
JOSEPH STERLING SHEPPARDCORDOVA, TNCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$60$0$600.2%1
EMILY COPELANDMIDDLETON, TNCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$47$0$470.2%1
KAREN W GORDONLEXINGTON, KYCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$22$0$220.1%1
MARK CHRISTOPHER HOLLANDGERMANTOWN, TNCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$16$0$160.1%1
KINDA JACKSONDECATURVILLE, TNCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$16$0$160.1%1
SILVIO SEJASCOLLIERVILLE, TNCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$13$0$130.0%1
ALLISON D JONESHURON, TNCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$5$0$50.0%1
KENNETH CARPENTERCOLLERIVILLE, TNCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$1$0$10.0%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
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