Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
4 plans aggregated / $49.1M assets / 871 participants
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
2 plans / $810K premiums / 990 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Traditional DB
401(k)
Traditional DB
Mixed - STARMOUNT LIFE INSURANCE COMPANY
Mixed - FLEXCARE DIGITAL HEALTH
4 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #005 | SOUTHERN STATES, LLC SALARIED EMPLOYEES SAVINGS PLAN | 401(k) | $24.2M | 317 | 2025 |
| #003 | SOUTHERN STATES, LLC SALARIED EMPLOYEES' RETIREMENT PLAN | Traditional DB | $14.6M | 100 | 2025 |
| #006 | SOUTHERN STATES, LLC HOURLY EMPLOYEES SAVINGS PLAN | 401(k) | $5.9M | 326 | 2025 |
| #004 | SOUTHERN STATES, LLC HOURLY EMPLOYEES' RETIREMENT PLAN | Traditional DB | $4.3M | 128 | 2025 |
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #503 | SOUTHERN STATES LLC WELFARE BENEFITS PLAN | Mixed | STARMOUNT LIFE INSURANCE COMPANY | $785K | 554 | 2025 |
| #504 | SOUTHERN STATES LLC TELEMEDICINE PLAN | Mixed | FLEXCARE DIGITAL HEALTH | $25K | 436 | 2025 |