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Form 5500 · Employee benefit plan · BIRMINGHAM, AL

SOUTHPOINT BANK

SOUTHPOINT BANK's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is VALENT GROUP LLC. Coverage is written through SYMETRA 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 65-1260993 · plan 501 · as of Jul 2026

Participants
134
Carriers on file
1
Disclosed commissions
$18,361
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
SYMETRA LIFE INSURANCE COMPANYLife, Disability124December$18,361

Questions

Who is SOUTHPOINT BANK's benefits broker?

Per its most recent Form 5500 Schedule A, SOUTHPOINT BANK's broker of record is VALENT GROUP LLC.

What insurance carrier does SOUTHPOINT BANK use?

SOUTHPOINT BANK's benefit plan is written through SYMETRA LIFE INSURANCE COMPANY.

When does SOUTHPOINT BANK's group plan renew?

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

Where does this data come from?

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