Form 5500 · Employee benefit plan · MOUNT OLIVE, NC
SOUTHERN BANK AND TRUST COMPANY
Public Form 5500 records show how SOUTHERN BANK AND TRUST COMPANY (MOUNT OLIVE, NC) structures its employee benefits. Its broker of record is COMMUNITY BANK 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 May.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 56-0132260 · plan 503 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 627 | May | $72,945 |
| EYEMED VISION CARE ON BEHALF OF THE FIDELITY SECURITY LIFE INS. CO. | Vision | 750 | May | $5,071 |
Questions
Who is SOUTHERN BANK AND TRUST COMPANY's benefits broker?
Per its most recent Form 5500 Schedule A, SOUTHERN BANK AND TRUST COMPANY's broker of record is COMMUNITY BANK SERVICES INC.
What insurance carrier does SOUTHERN BANK AND TRUST COMPANY use?
SOUTHERN BANK AND TRUST COMPANY's benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA, among 2 disclosed carriers.
When does SOUTHERN BANK AND TRUST COMPANY's group plan renew?
The most recent Schedule A policy period for SOUTHERN BANK AND TRUST COMPANY ended in May. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from SOUTHERN BANK AND TRUST COMPANY's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.