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Form 5500 · Employee benefit plan · FORT WALTON BEACH, FL

SOUTHERN NATIONAL BANK, INC.

Public Form 5500 records show how SOUTHERN NATIONAL BANK, INC. (FORT WALTON BEACH, FL) structures its employee benefits. Its broker of record is MARSH & MCCLENNAN AGENCY LLC. Coverage is written through LINCOLN NATIONAL LIFE INSURANCE. 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 59-2278039 · plan 508 · as of Jul 2026

Participants
87
Carriers on file
1
Disclosed commissions
$3,541
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
LINCOLN NATIONAL LIFE INSURANCELife87December$3,541

Questions

Who is SOUTHERN NATIONAL BANK, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, SOUTHERN NATIONAL BANK, INC.'s broker of record is MARSH & MCCLENNAN AGENCY LLC.

What insurance carrier does SOUTHERN NATIONAL BANK, INC. use?

SOUTHERN NATIONAL BANK, INC.'s benefit plan is written through LINCOLN NATIONAL LIFE INSURANCE.

When does SOUTHERN NATIONAL BANK, INC.'s group plan renew?

The most recent Schedule A policy period for SOUTHERN NATIONAL BANK, INC. ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from SOUTHERN NATIONAL BANK, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.