Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$321K
- Dental$76K
- Other$62K
- Long-term disability$35K
- Short-term disability$30K
- Life$2K
Sponsor portfolio
SOUTHERN MEDICAL MANAGEMENT, LLC
EIN 26-1960517Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
1
$4.8M assets
Welfare
1
$524K premiums
Participants
304
2214 OLD CHEROKEE ROAD - LEXINGTON, SC 29072803-520-5800
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $524K premiums / 157 covered livesCarrier market share
Premium dollars by Schedule A carrier
61%top
- BERKLEY LIFE AND HEALTH INSURANCE COMPANY61%
- UNITED OF OMAHA LIFE INSURANCE COMPANY29%
- UNUM LIFE INSURANCE COMPANY OF AMERICA10%
Broker market share
Schedule A broker compensation
65%top
- PARRISH & GWINN INSURANCE GROUP LLC65%
- CALDWELL TRUST COMPANY10%
- THE CLARK GROUP OF SC9%
- TRAN B HUYEN-KEODARA2%
- ALICE RYAN STRIBLING2%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SOUTHERN MEDICAL MANAGEMENT 401(K) PLAN
401k
Assets$4.8M
Participants91
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SOUTHERN MEDICAL MANAGEMENT
Mixed - BERKLEY LIFE AND HEALTH INSURANCE CO.
Premiums$524K
Covered lives157
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SOUTHERN MEDICAL MANAGEMENT 401(K) PLAN | 401k | $4.8M | 91 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SOUTHERN MEDICAL MANAGEMENT | Mixed | BERKLEY LIFE AND HEALTH INSURANCE CO. | $524K | 157 | 2024 |
Retirement plans
Welfare plans