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Sponsor portfolio

SOUTHPORT ENG SYS LLC DBA SOUTHPORT HTG, PLBG & GEOTHERMAL

EIN 20-0349155-Construction-Latest filing 2024
Plans
2
Retirement
1
$5.9M assets
Welfare
1
$1.4M premiums
Participants
289
1343 S 27TH ST - CALEDONIA, WI 531084300262-898-3000
Plans on this EIN
2 filings
#001401k-$5.9M - 197 part#501Fully Insured-$1.4M - 214 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 214 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Dental$1.3M
  • Vision$1.3M
  • Life$59K
  • Short-term disability$59K
  • Long-term disability$59K
  • +1 more
Total $1.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • UNITEDHEALTHCARE INSURANCE COMPANY96%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY4%
Total $1.4M2 slices

Broker market share

Schedule A broker compensation

Split broker
72%top
  • R&R INSURANCE SERVICE INC72%
  • R&R INS SER INC18%
  • R & R INSURANCE SERVICES INC11%
Total $57K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SOUTHPORT ENGINEERED SYSTEMS 401(K) PLAN

401k

Assets$5.9M
Participants197
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SOUTHPORT ENGINEERED SYSTEMS WELFARE BENEFITS PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.4M
Covered lives214
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SOUTHPORT ENGINEERED SYSTEMS 401(K) PLAN401k$5.9M1972024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SOUTHPORT ENGINEERED SYSTEMS WELFARE BENEFITS PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.4M2142024
Retirement plans
Welfare plans
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