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Sponsor portfolioWelfare / HealthEIN 64-0202970

BANKFIRST FINANCIAL SERVICES

PO BOX 1248 · COLUMBUS, MS 39703
6623208908
Plans filed
4
Years active
2015–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$326K
No prior year
Persons covered
523
No prior year
Total participants
547
No prior year
Plans filed
4
No prior year

Plans under this sponsor

4 plans
Plan #501$427K
BANKFIRST FINANCIAL SERVICES HEALTH INSURANCE PLAN
Fully insured206 covered·1 carrier
Primary: BLUE CROSS & BLUE SHIELD OF MS
Plan #503$326K
BANKFIRST FINANCIAL SERVICES EMPLOYEE BENEFITS PLAN
Mixed523 covered·2 carriers
Primary: SYMETRA LIFE INSURANCE COMPANY
Plan #502$167K
BANKFIRST GROUP TERM LIFE INSURANCE PLAN
Fully insured246 covered·1 carrier
Primary: THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Plan #505$0
BANKFIRST FINANCIAL SERVICES HEALTH AND WELFARE PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$240K24.5%
Long-term disability$240K24.5%
Other$240K24.5%
Dental$86K8.8%
Vision$86K8.8%
Short-term disability$86K8.8%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SYMETRA LIFE INSURANCE COMPANY
EIN 910742147
LLTDOth
$240K73.6%11523
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
DVSTD
$86K26.4%11402

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
GALLOWAY-CHANDLER-MCKINNEY INSCOLUMBUS, MSSUN LIFE ASSURANCE COMPANY OF CANADA, SYMETRA LIFE INSURANCE COMPANY$45K$0$45K69.5%1
JAMES R NELLIGAN & ASSOCIATES LLCWALL, NJSUN LIFE ASSURANCE COMPANY OF CANADA, SYMETRA LIFE INSURANCE COMPANY$0$20K$20K30.5%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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