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Form 5500 · Employee benefit plan · BIRMINGHAM, AL

NAB LLC DBA SOUTHERN STATES BANK

NAB LLC DBA SOUTHERN STATES BANK of BIRMINGHAM, AL files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is CONCOURSE FINANCIAL GROUP SECURITIE. Coverage is written through PRINCIPAL LIFE INSURANCE COMPANY. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-8866792 · plan 001 · as of Jul 2026

Participants
227
Carriers on file
1
Disclosed commissions
$31,833
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
PRINCIPAL LIFE INSURANCE COMPANY211December$31,833

Questions

Who is NAB LLC DBA SOUTHERN STATES BANK's benefits broker?

Per its most recent Form 5500 Schedule A, NAB LLC DBA SOUTHERN STATES BANK's broker of record is CONCOURSE FINANCIAL GROUP SECURITIE.

What insurance carrier does NAB LLC DBA SOUTHERN STATES BANK use?

NAB LLC DBA SOUTHERN STATES BANK's benefit plan is written through PRINCIPAL LIFE INSURANCE COMPANY.

When does NAB LLC DBA SOUTHERN STATES BANK's group plan renew?

The most recent Schedule A policy period for NAB LLC DBA SOUTHERN STATES BANK ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from NAB LLC DBA SOUTHERN STATES BANK's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.