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SERVISFIRST BANK LIFE AND ANCILLARY PLAN 401k Plan overview

Plan NameSERVISFIRST BANK LIFE AND ANCILLARY PLAN
Plan identification number 501

SERVISFIRST BANK LIFE AND ANCILLARY PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Long-term disability cover
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

SERVISFIRST BANK has sponsored the creation of one or more 401k plans.

Company Name:SERVISFIRST BANK
Employer identification number (EIN):202451671
NAIC Classification:522110
NAIC Description:Commercial Banking

Additional information about SERVISFIRST BANK

Jurisdiction of Incorporation: Alabama Secretary of State
Incorporation Date: 2005-04-28
Company Identification Number: 241-206
Legal Registered Office Address: 850 SHADES CREEK PKWY STE 200 BIRMINGHAM,


United States of America (USA)
35209

More information about SERVISFIRST BANK

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SERVISFIRST BANK LIFE AND ANCILLARY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012020-06-01DANA MILLER2022-02-08
5012020-06-01DANA MILLER2022-09-21
5012019-06-01DANA MILLER2022-01-28
5012018-06-01DANA MILLER2022-01-28
5012017-06-01DANA MILLER2022-01-28
5012016-06-01DANA MILLER2022-01-28
5012015-06-01DANA MILLER2022-01-28
5012014-06-01DANA MILLER2022-01-28
5012013-06-01DANA MILLER2022-01-28
5012012-06-01DANA MILLER2022-01-28
5012011-06-01DANA MILLER2022-01-28
5012010-06-01DANA MILLER2022-01-28
5012009-06-01DANA MILLER2022-02-08

Plan Statistics for SERVISFIRST BANK LIFE AND ANCILLARY PLAN

401k plan membership statisitcs for SERVISFIRST BANK LIFE AND ANCILLARY PLAN

Measure Date Value
2020: SERVISFIRST BANK LIFE AND ANCILLARY PLAN 2020 401k membership
Total participants, beginning-of-year2020-06-01504
Total number of active participants reported on line 7a of the Form 55002020-06-01492
Number of retired or separated participants receiving benefits2020-06-010
Number of other retired or separated participants entitled to future benefits2020-06-010
Total of all active and inactive participants2020-06-01492
Number of employers contributing to the scheme2020-06-010
2019: SERVISFIRST BANK LIFE AND ANCILLARY PLAN 2019 401k membership
Total participants, beginning-of-year2019-06-01470
Total number of active participants reported on line 7a of the Form 55002019-06-01504
Number of retired or separated participants receiving benefits2019-06-010
Number of other retired or separated participants entitled to future benefits2019-06-010
Total of all active and inactive participants2019-06-01504
Number of employers contributing to the scheme2019-06-010
2018: SERVISFIRST BANK LIFE AND ANCILLARY PLAN 2018 401k membership
Total participants, beginning-of-year2018-06-01424
Total number of active participants reported on line 7a of the Form 55002018-06-01470
Number of retired or separated participants receiving benefits2018-06-010
Number of other retired or separated participants entitled to future benefits2018-06-010
Total of all active and inactive participants2018-06-01470
Number of employers contributing to the scheme2018-06-010
2017: SERVISFIRST BANK LIFE AND ANCILLARY PLAN 2017 401k membership
Total participants, beginning-of-year2017-06-01407
Total number of active participants reported on line 7a of the Form 55002017-06-01424
Number of retired or separated participants receiving benefits2017-06-010
Number of other retired or separated participants entitled to future benefits2017-06-010
Total of all active and inactive participants2017-06-01424
Number of employers contributing to the scheme2017-06-010
2016: SERVISFIRST BANK LIFE AND ANCILLARY PLAN 2016 401k membership
Total participants, beginning-of-year2016-06-01368
Total number of active participants reported on line 7a of the Form 55002016-06-01407
Number of retired or separated participants receiving benefits2016-06-010
Number of other retired or separated participants entitled to future benefits2016-06-010
Total of all active and inactive participants2016-06-01407
Number of employers contributing to the scheme2016-06-010
2015: SERVISFIRST BANK LIFE AND ANCILLARY PLAN 2015 401k membership
Total participants, beginning-of-year2015-06-01283
Total number of active participants reported on line 7a of the Form 55002015-06-01368
Number of retired or separated participants receiving benefits2015-06-010
Number of other retired or separated participants entitled to future benefits2015-06-010
Total of all active and inactive participants2015-06-01368
Number of employers contributing to the scheme2015-06-010
2014: SERVISFIRST BANK LIFE AND ANCILLARY PLAN 2014 401k membership
Total participants, beginning-of-year2014-06-01259
Total number of active participants reported on line 7a of the Form 55002014-06-01283
Number of retired or separated participants receiving benefits2014-06-010
Number of other retired or separated participants entitled to future benefits2014-06-010
Total of all active and inactive participants2014-06-01283
Number of employers contributing to the scheme2014-06-010
2013: SERVISFIRST BANK LIFE AND ANCILLARY PLAN 2013 401k membership
Total participants, beginning-of-year2013-06-01230
Total number of active participants reported on line 7a of the Form 55002013-06-01259
Number of retired or separated participants receiving benefits2013-06-010
Number of other retired or separated participants entitled to future benefits2013-06-010
Total of all active and inactive participants2013-06-01259
Number of employers contributing to the scheme2013-06-010
2012: SERVISFIRST BANK LIFE AND ANCILLARY PLAN 2012 401k membership
Total participants, beginning-of-year2012-06-01210
Total number of active participants reported on line 7a of the Form 55002012-06-01230
Number of retired or separated participants receiving benefits2012-06-010
Number of other retired or separated participants entitled to future benefits2012-06-010
Total of all active and inactive participants2012-06-01230
Number of employers contributing to the scheme2012-06-010
2011: SERVISFIRST BANK LIFE AND ANCILLARY PLAN 2011 401k membership
Total participants, beginning-of-year2011-06-01163
Total number of active participants reported on line 7a of the Form 55002011-06-01210
Number of retired or separated participants receiving benefits2011-06-010
Number of other retired or separated participants entitled to future benefits2011-06-010
Total of all active and inactive participants2011-06-01210
Number of employers contributing to the scheme2011-06-010
2010: SERVISFIRST BANK LIFE AND ANCILLARY PLAN 2010 401k membership
Total participants, beginning-of-year2010-06-01156
Total number of active participants reported on line 7a of the Form 55002010-06-01163
Number of retired or separated participants receiving benefits2010-06-010
Number of other retired or separated participants entitled to future benefits2010-06-010
Total of all active and inactive participants2010-06-01163
Number of employers contributing to the scheme2010-06-010
2009: SERVISFIRST BANK LIFE AND ANCILLARY PLAN 2009 401k membership
Total participants, beginning-of-year2009-06-01100
Total number of active participants reported on line 7a of the Form 55002009-06-01156
Number of retired or separated participants receiving benefits2009-06-010
Number of other retired or separated participants entitled to future benefits2009-06-010
Total of all active and inactive participants2009-06-01156
Number of employers contributing to the scheme2009-06-010

Form 5500 Responses for SERVISFIRST BANK LIFE AND ANCILLARY PLAN

2020: SERVISFIRST BANK LIFE AND ANCILLARY PLAN 2020 form 5500 responses
2020-06-01Type of plan entitySingle employer plan
2020-06-01Submission has been amendedYes
2020-06-01This submission is the final filingYes
2020-06-01Plan funding arrangement – InsuranceYes
2020-06-01Plan benefit arrangement – InsuranceYes
2019: SERVISFIRST BANK LIFE AND ANCILLARY PLAN 2019 form 5500 responses
2019-06-01Type of plan entitySingle employer plan
2019-06-01Plan funding arrangement – InsuranceYes
2019-06-01Plan benefit arrangement – InsuranceYes
2018: SERVISFIRST BANK LIFE AND ANCILLARY PLAN 2018 form 5500 responses
2018-06-01Type of plan entitySingle employer plan
2018-06-01Plan funding arrangement – InsuranceYes
2018-06-01Plan benefit arrangement – InsuranceYes
2017: SERVISFIRST BANK LIFE AND ANCILLARY PLAN 2017 form 5500 responses
2017-06-01Type of plan entitySingle employer plan
2017-06-01Plan funding arrangement – InsuranceYes
2017-06-01Plan benefit arrangement – InsuranceYes
2016: SERVISFIRST BANK LIFE AND ANCILLARY PLAN 2016 form 5500 responses
2016-06-01Type of plan entitySingle employer plan
2016-06-01Plan funding arrangement – InsuranceYes
2016-06-01Plan benefit arrangement – InsuranceYes
2015: SERVISFIRST BANK LIFE AND ANCILLARY PLAN 2015 form 5500 responses
2015-06-01Type of plan entitySingle employer plan
2015-06-01Plan funding arrangement – InsuranceYes
2015-06-01Plan benefit arrangement – InsuranceYes
2014: SERVISFIRST BANK LIFE AND ANCILLARY PLAN 2014 form 5500 responses
2014-06-01Type of plan entitySingle employer plan
2014-06-01Plan funding arrangement – InsuranceYes
2014-06-01Plan benefit arrangement – InsuranceYes
2013: SERVISFIRST BANK LIFE AND ANCILLARY PLAN 2013 form 5500 responses
2013-06-01Type of plan entitySingle employer plan
2013-06-01Plan funding arrangement – InsuranceYes
2013-06-01Plan benefit arrangement – InsuranceYes
2012: SERVISFIRST BANK LIFE AND ANCILLARY PLAN 2012 form 5500 responses
2012-06-01Type of plan entitySingle employer plan
2012-06-01Plan funding arrangement – InsuranceYes
2012-06-01Plan benefit arrangement – InsuranceYes
2011: SERVISFIRST BANK LIFE AND ANCILLARY PLAN 2011 form 5500 responses
2011-06-01Type of plan entitySingle employer plan
2011-06-01Plan funding arrangement – InsuranceYes
2011-06-01Plan benefit arrangement – InsuranceYes
2010: SERVISFIRST BANK LIFE AND ANCILLARY PLAN 2010 form 5500 responses
2010-06-01Type of plan entitySingle employer plan
2010-06-01Plan funding arrangement – InsuranceYes
2010-06-01Plan benefit arrangement – InsuranceYes
2009: SERVISFIRST BANK LIFE AND ANCILLARY PLAN 2009 form 5500 responses
2009-06-01Type of plan entitySingle employer plan
2009-06-01First time form 5500 has been submittedYes
2009-06-01Plan funding arrangement – InsuranceYes
2009-06-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00403809
Policy instance 2
Insurance contract or identification number00403809
Number of Individuals Covered492
Insurance policy start date2021-01-01
Insurance policy end date2021-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT, ACCIDENT, CRITICAL ILLNESS, CANCER
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00403809
Policy instance 1
Insurance contract or identification number00403809
Number of Individuals Covered492
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $96,019
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT, ACCIDENT, CRITICAL ILLNESS, CANCER
Welfare Benefit Premiums Paid to CarrierUSD $801,243
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $96,019
Amount paid for insurance broker fees0
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00403809
Policy instance 1
Insurance contract or identification number00403809
Number of Individuals Covered470
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $102,151
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT, ACCIDENT, CRITICAL ILLNESS, CANCER
Welfare Benefit Premiums Paid to CarrierUSD $853,167
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $102,151
Amount paid for insurance broker fees0
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00403809
Policy instance 1
Insurance contract or identification number00403809
Number of Individuals Covered424
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $81,185
Total amount of fees paid to insurance companyUSD $12,215
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT, ACCIDENT, CRITICAL ILLNESS, CANCER
Welfare Benefit Premiums Paid to CarrierUSD $683,464
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $81,185
Amount paid for insurance broker fees12215
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00403809
Policy instance 1
Insurance contract or identification number00403809
Number of Individuals Covered407
Insurance policy start date2016-01-01
Insurance policy end date2016-12-31
Total amount of commissions paid to insurance brokerUSD $86,455
Total amount of fees paid to insurance companyUSD $4,547
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT, CRITICAL ILLNESS, CANCER
Welfare Benefit Premiums Paid to CarrierUSD $729,418
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $86,455
Amount paid for insurance broker fees4547
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00403809
Policy instance 1
Insurance contract or identification number00403809
Number of Individuals Covered368
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $63,067
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT, CRITICAL ILLNESS, CANCER
Welfare Benefit Premiums Paid to CarrierUSD $539,986
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $63,067
Amount paid for insurance broker fees0
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00403809
Policy instance 1
Insurance contract or identification number00403809
Number of Individuals Covered283
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $54,322
Total amount of fees paid to insurance companyUSD $4,736
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT, CRITICAL ILLNESS
Welfare Benefit Premiums Paid to CarrierUSD $470,305
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $54,322
Amount paid for insurance broker fees4736
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00403809
Policy instance 1
Insurance contract or identification number00403809
Number of Individuals Covered259
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $40,608
Total amount of fees paid to insurance companyUSD $4,707
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT, CRITICAL ILLNESS
Welfare Benefit Premiums Paid to CarrierUSD $350,807
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $40,608
Amount paid for insurance broker fees4707
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00403809
Policy instance 1
Insurance contract or identification number00403809
Number of Individuals Covered230
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $39,914
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT, CRITICAL ILLNESS
Welfare Benefit Premiums Paid to CarrierUSD $345,201
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $39,914
Amount paid for insurance broker fees0
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00403809
Policy instance 1
Insurance contract or identification number00403809
Number of Individuals Covered210
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $28,478
Total amount of fees paid to insurance companyUSD $3,879
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT, CRITICAL ILLNESS
Welfare Benefit Premiums Paid to CarrierUSD $245,520
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $28,478
Amount paid for insurance broker fees3879
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00403809
Policy instance 1
Insurance contract or identification number00403809
Number of Individuals Covered163
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $25,516
Total amount of fees paid to insurance companyUSD $3,527
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT, CRITICAL ILLNESS
Welfare Benefit Premiums Paid to CarrierUSD $215,430
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25,516
Amount paid for insurance broker fees3527
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00403809
Policy instance 1
Insurance contract or identification number00403809
Number of Individuals Covered156
Insurance policy start date2009-01-01
Insurance policy end date2009-12-31
Total amount of commissions paid to insurance brokerUSD $21,777
Total amount of fees paid to insurance companyUSD $4,193
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT, CRITICAL ILLNESS
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $21,677
Amount paid for insurance broker fees4193
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3

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