Form 5500 · Employee benefit plan · FARRAGUT, TN
SOUTHEAST BANK
SOUTHEAST BANK of FARRAGUT, TN files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is GALLAGHER BENEFIT SERVICES, INC.. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 62-1859961 · plan 502 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 303 | December | $37,367 |
| BLUECROSS BLUESHIELD OF TENNESSEE, INC. | Dental, Vision | 514 | December | $13,908 |
Questions
Who is SOUTHEAST BANK's benefits broker?
Per its most recent Form 5500 Schedule A, SOUTHEAST BANK's broker of record is GALLAGHER BENEFIT SERVICES, INC..
What insurance carrier does SOUTHEAST BANK use?
SOUTHEAST BANK's benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA, among 2 disclosed carriers.
When does SOUTHEAST BANK's group plan renew?
The most recent Schedule A policy period for SOUTHEAST BANK ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from SOUTHEAST BANK's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.