Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.2M
- Health$1.1M
- Dental$1.1M
- Vision$1.1M
- Prescription drug$1.1M
- Life$142K
- +2 more
Sponsor portfolio
SIMPLY SOUTHERN HOLDINGS, LLC
EIN 45-4358283retailLatest filing 2025
Plans
2
Retirement
1
$2.4M assets
Welfare
1
$1.2M premiums
Participants
579
498 GALLIMORE DAIRY ROAD - GREENSBORO, NC 27409336-274-7889simplysouthern.comLinkedIn201-500 employeesretail
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.2M premiums / 275 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- BLUE CROSS OF CALIFORNIA88%
- PRINCIPAL LIFE INSURANCE COMPANY12%
Broker market share
Schedule A broker compensation
44%top
- GREGORY STANCIL44%
- JOHN MCDONNELL29%
- JAMES A SCOTT & SON INC13%
- MOSAIC GROUP SERVICES9%
- MARSH & MCLENNAN AGENCY LLC6%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SIMPLY SOUTHERN HOLDINGS, LLC. 401(K) PLAN
401k
Assets$2.4M
Participants322
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SIMPLY SOUTHERN EMPLOYEE BENEFITS PLAN
Fully Insured - BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA
Premiums$1.2M
Covered lives275
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SIMPLY SOUTHERN HOLDINGS, LLC. 401(K) PLAN | 401k | $2.4M | 322 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SIMPLY SOUTHERN EMPLOYEE BENEFITS PLAN | Fully Insured | BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | $1.2M | 275 | 2025 |
Retirement plans
Welfare plans