Form 5500 · Employee benefit plan · GREENVILLE, SC
SOUTHERN FIRST BANK, INC.
The filing calls this plan SOUTHERN FIRST BANK WELFARE BENEFIT PLAN.
Public Form 5500 records show how SOUTHERN FIRST BANK, INC. of GREENVILLE, SC, a finance and insurance employer, structures its employee benefits. Its broker of record is AP BENEFIT ADVISORS LLC. Coverage is written through UNITED OF OMAHA LIFE INSURANCE COMPANY. The plan's most recent policy period ended in October.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 56-2184826 · plan 501 · plan year 2025, filed May 8, 2026
Get an email when this employer files a new Form 5500, and again about four months before its plan renews.
24 other employer plans in South Carolina have policy years ending in October. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Funding not settled by the filing
The filing does not report enough to settle how this plan pays for benefits.
Benefits declared on this filing
Also declared: death benefits, other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 1 insured contract covering dental, vision, life and disability; the largest, with UNITED OF OMAHA LIFE INSURANCE COMPANY, covers 307 people.
The filing declares dental, vision, life, disability and health. Health appears with no insured contract on Schedule A. That coverage may be self-funded, or placed with a carrier that is not on this filing.
Reported premium across the insured contracts is $631,481, with $82,447 in disclosed broker commissions — about 13% of premium.
The most recent policy period ended in October, and the plan year ends October 31. Group contracts typically renew on that annual cycle.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Dental, Vision, Life, Disability | 307 | Nov 1, 2025 | $631,481 | $82,447 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.
Other plans filed by this employer
How this plan compares
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Renewal calendar
24 other employer plans in South Carolina are November 1 renewals (policy year ends October).
Their policy years end in October, like this plan’s, so most renew November 1. The calendar lists every insured group by renewal date and state, with broker of record, carrier and disclosed commission. You can preview the five largest in each month for free.
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