South Carolina Bankers Employee Benefit Trust — Form 5500 plan (Anderson Brothers Bank, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, South Carolina Bankers Employee Benefit Trust is a benefit plan reported by Anderson Brothers Bank, Inc. under EIN 57-0115230 and plan number 503. The latest loaded filing year is 2023. The filing reports 340 participants and $1,147,254 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$851.9KPlan net assets, end of year$851,896
Participants340Covered participants reported
Assets / participant$3.4KComputed: assets ÷ participants$3,374 (computed)
Provider compensation$201.5K4 Schedule C provider row(s)$201,499
Plan sponsor
Anderson Brothers Bank, Inc.
EIN
57-0115230
Plan number
503
Plan type
2
Location
Mullins, SC
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023340H, C20250812133432NAL0004354451003
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$1.1M total assets
Net assets$851.9KLiabilities$295.4K
Money in vs. money out
Total income / additions$3.5M
Total expenses$4.2M
Benefits paid / distributions$3.9M
Contributions
Employer$3.5M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$1,147,254
Total liabilities (EOY)
$295,358
Net assets (EOY)
$851,896
Net assets (BOY)
$1,511,838

Income & contributions

Employer contributions
$3,471,437
Total contributions
$3,471,437
Total income / additions
$3,516,158

Expenses & distributions

Benefits paid
$3,932,685
Administrative expenses
$243,415
Total expenses
$4,176,100
Net increase / (decrease)
-$659,942
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets490%Computed ratio
Benefits paid ÷ total income112%Computed ratio
Provider comp. ÷ net assets24%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Blue Cross Blue ShieldNONE$179,481not reported in the loaded dataset2023
Hub InternationalNONE$8,818not reported in the loaded dataset2023
The Benefit CompanyADMINISTRATOR$7,745not reported in the loaded dataset2023
J.W. Hunt And Company LlpNONE$5,455not reported in the loaded dataset2023

Related Form 5500 pages