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
Sponsor portfolio
SOUTHERN INNOVATIONS, LLC
EIN 06-1653969Latest filing 2025
Plans
2
Retirement
1
$21.1M assets
Welfare
1
$1.4M premiums
Participants
408
1034 TEXAN TRAIL - GRAPEVINE, TX 76051817-310-5575
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.4M premiums / 440 covered livesCarrier market share
Premium dollars by Schedule A carrier
96%top
- BLUE CROSS OF CALIFORNIA96%
- DEARBORN LIFE INSURANCE COMPANY3%
- EYEMED VISION CARE1%
- AMERICAN HERITAGE LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
100%top
- MARSH & MCLENNAN AGENCY LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SOUTHERN INNOVATIONS, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$21.1M
Participants215
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
SOUTHERN INNOVATIONS LLC EMPLOYEE BENEFIT PLAN
Fully Insured - BLUECROSS BLUESHIELD OF TEXAS
Premiums$1.4M
Covered lives440
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SOUTHERN INNOVATIONS, LLC 401(K) PROFIT SHARING PLAN | 401k | $21.1M | 215 | 2024 |
Welfare plans1
| 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 |
Retirement plans
Welfare plans