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Sponsor portfolio

SOUTHLAND HOLDINGS, LLC

EIN 20-4336627-construction-Latest filing 2025
Plans
2
Retirement
1
$80.6M assets
Welfare
1
$2.2M premiums
Participants
3,548
1100 KUBOTA DRIVE - GRAPEVINE, TX 76051817-491-2703southlandholdings.comLinkedIn1001-5000 employeesconstruction
Plans on this EIN
2 filings
#001401k-$80.6M - 2,041 part#501Fully Insured-$2.2M - 1,531 lives

Benefits portfolio analytics

1 plan / $2.2M premiums / 1,531 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.4M
  • Other$1.4M
  • Dental$1.0M
  • Vision$1.0M
  • Short-term disability$1.0M
  • Long-term disability$1.0M
  • +1 more
Total $2.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
46%top
  • METROPOLITAN LIFE INSURANCE COMPANY46%
  • BLUE CROSS OF CALIFORNIA36%
  • TRUSTMARK INSURANCE COMPANY18%
Total $2.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
64%top
  • USI INSURANCE SERVICES LLC64%
  • TRUVERIS, INC11%
  • BRANDON PENKO10%
  • GIS BENEFITS INC9%
  • BOON CHAPMAN BENEFIT ADMINISTRATORS5%
Total $731K5 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

SOUTHLAND HOLDINGS, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$80.6M
Participants2,041
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SOUTHLAND HOLDINGS, LLC, WRAP PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$2.2M
Covered lives1,531
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SOUTHLAND HOLDINGS, LLC 401(K) PROFIT SHARING PLAN401k$80.6M2,0412024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SOUTHLAND HOLDINGS, LLC, WRAP PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$2.2M1,5312025
Retirement plans
Welfare plans
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