Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.3M
- Dental$1.3M
- Other$54K
- Life$47K
- Short-term disability$47K
- Long-term disability$47K
- +1 more
Filings through .
Southern Innovation, LLC
EIN 06-1653969Wholesale TradeLatest filing 2025
Plans
2
Retirement
1
$22.7M assets
Health & Benefits
1
$1.4M premiums
Participants
389
1034 TEXAN TRAIL - GRAPEVINE, TX 76051817-310-5575
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $1.4M premiums / 440 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
SOUTHERN INNOVATIONS, LLC 401(K) PROFIT SHARING PLAN
401(k)
Assets$22.7M
Participants196
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#504
SOUTHERN INNOVATIONS LLC EMPLOYEE BENEFIT PLAN
Fully insured - BLUECROSS BLUESHIELD OF TEXAS
Premiums$1.4M
Covered lives440
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | SOUTHERN INNOVATIONS, LLC 401(K) PROFIT SHARING PLAN | 401(k) | $22.7M | 196 | 2025 |
- #002 · 401(k) · 2025196
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #504 | SOUTHERN INNOVATIONS LLC EMPLOYEE BENEFIT PLAN | Fully insured | BLUECROSS BLUESHIELD OF TEXAS | $1.4M | 440 | 2025 |
- #504 · Fully insured · BLUECROSS BLUESHIELD OF TEXAS · 2025440
Retirement plans
Health & Benefits plans