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Sponsor portfolio

SOUTHERN STATES, LLC

EIN 03-0493527-electrical/electronic manufacturing-Latest filing 2024
Plans
6
Retirement
4
$43.9M assets
Welfare
2
$601K premiums
Participants
1,606
30 GEORGIA AVENUE - HAMPTON, GA 30228770-946-4562southernstatesllc.comLinkedIn201-500 employeeselectrical/electronic manufacturing
Plans on this EIN
6 filings
#005401k-$20.6M - 265 part#003TraditionalDB-$14.1M - 104 part#006401k-$5.1M - 266 part#004TraditionalDB-$4.1M - 131 part#503Mixed-$580K - 457 lives#504Mixed-$22K - 383 lives

Retirement portfolio analytics

4 plans aggregated / $43.9M assets / 766 participants

Assets by plan

Share of aggregate retirement assets

47%top
  • SALARIED EMPLOYEES Savings (#005)47%
  • EMPLOYEES' RETIREMENT PLAN (#003)32%
  • HOURLY EMPLOYEES Savings (#006)12%
  • EMPLOYEES' RETIREMENT PLAN (#004)9%
Total $43.9MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
59%top
  • THE VANGUARD GROUP, INC.59%
  • (Not disclosed)41%
Total $43.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • HOURLY EMPLOYEES Savings (#006)266
  • SALARIED EMPLOYEES Savings (#005)265
  • EMPLOYEES' RETIREMENT PLAN (#004)131
  • EMPLOYEES' RETIREMENT PLAN (#003)104
Total 766Click row to drill in

Benefits portfolio analytics

2 plans / $601K premiums / 840 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$363K
  • Dental$239K
  • Vision$239K
  • Life$203K
  • Long-term disability$203K
Total $601K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
57%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA57%
  • STARMOUNT LIFE INSURANCE COMPANY40%
  • FLEXCARE DIGITAL HEALTH4%
Total $601K3 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • DIGITAL INSURANCE LLC86%
  • THE CASON GROUP INC12%
  • CENTRO BENEFITS RESEARCH LLC2%
Total $83K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#005

SOUTHERN STATES, LLC SALARIED EMPLOYEES SAVINGS PLAN

401k

Assets$20.6M
Participants265
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

SOUTHERN STATES, LLC SALARIED EMPLOYEES' RETIREMENT PLAN

TraditionalDB

Assets$14.1M
Participants104
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006

SOUTHERN STATES, LLC HOURLY EMPLOYEES SAVINGS PLAN

401k

Assets$5.1M
Participants266
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

SOUTHERN STATES, LLC HOURLY EMPLOYEES' RETIREMENT PLAN

TraditionalDB

Assets$4.1M
Participants131
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

SOUTHERN STATES LLC WELFARE BENEFITS PLAN

Mixed - STARMOUNT LIFE INSURANCE COMPANY

Premiums$580K
Covered lives457
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

SOUTHERN STATES LLC TELEMEDICINE PLAN

Mixed - FLEXCARE DIGITAL HEALTH

Premiums$22K
Covered lives383
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
005SOUTHERN STATES, LLC SALARIED EMPLOYEES SAVINGS PLAN401k$20.6M2652024
003SOUTHERN STATES, LLC SALARIED EMPLOYEES' RETIREMENT PLANTraditionalDB$14.1M1042024
006SOUTHERN STATES, LLC HOURLY EMPLOYEES SAVINGS PLAN401k$5.1M2662024
004SOUTHERN STATES, LLC HOURLY EMPLOYEES' RETIREMENT PLANTraditionalDB$4.1M1312024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
503SOUTHERN STATES LLC WELFARE BENEFITS PLANMixedSTARMOUNT LIFE INSURANCE COMPANY$580K4572024
504SOUTHERN STATES LLC TELEMEDICINE PLANMixedFLEXCARE DIGITAL HEALTH$22K3832024
Retirement plans
Welfare plans
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