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Sponsor portfolio

SOUTHALL LLC

EIN 47-3517152-Accommodation and Food Services-Latest filing 2025
Plans
2
Retirement
1
$1.5M assets
Welfare
1
$1.4M premiums
Participants
767
2200 OSAGE LOOP - FRANKLIN, TN 37064615-721-7827southallcafe.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$1.5M - 328 part#501Fully Insured-$1.4M - 294 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 294 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Dental$234K
  • Vision$234K
  • Life$234K
  • Short-term disability$234K
  • Long-term disability$234K
  • +1 more
Total $1.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • BLUE CROSS OF CALIFORNIA83%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA17%
Total $1.4M2 slices

Broker market share

Schedule A broker compensation

Split broker
63%top
  • DANIEL JAMES PERKINS63%
  • BROWN & BROWN INSURANCE SERVICES37%
Total $95K2 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

SOUTHALL LLC 401(K) PLAN

401k

Assets$1.5M
Participants328
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SOUTHALL LLC EMPLOYEE BENEFITS PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TENNESSEE, INC.

Premiums$1.4M
Covered lives294
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SOUTHALL LLC 401(K) PLAN401k$1.5M3282025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SOUTHALL LLC EMPLOYEE BENEFITS PLANFully InsuredBLUECROSS BLUESHIELD OF TENNESSEE, INC.$1.4M2942025
Retirement plans
Welfare plans
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