Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.3M
- Dental$1.3M
- Vision$1.3M
- Life$1.3M
- Short-term disability$1.3M
- Long-term disability$1.3M
Sponsor portfolio
SOUTHERN MANAGEMENT COMPANIES, LLC
EIN 52-1223227real estateLatest filing 2025
Plans
2
Retirement
1
$91.7M assets
Welfare
1
$1.3M premiums
Participants
3,918
7950 JONES BRANCH DRIVE, SUITE 500N - MCLEAN, VA 22102703-902-2000southernmanagement.comLinkedIn1001-5000 employeesreal estate
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.3M premiums / 1,150 covered livesCarrier market share
Premium dollars by Schedule A carrier
99%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA99%
- CURALINC HEALTHCARE1%
Broker market share
Schedule A broker compensation
100%top
- LOCKTON COMPANIES, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
SOUTHERN MANAGEMENT COMPANIES LLC 401(K) SAVINGS PLAN
401k
Assets$91.7M
Participants2,765
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507
SOUTHERN MANAGEMENT COMPANIES, LLC HEALTH AND WELFARE PLAN
Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$1.3M
Covered lives1,150
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | SOUTHERN MANAGEMENT COMPANIES LLC 401(K) SAVINGS PLAN | 401k | $91.7M | 2,765 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 507 | SOUTHERN MANAGEMENT COMPANIES, LLC HEALTH AND WELFARE PLAN | Mixed | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $1.3M | 1,150 | 2025 |
Retirement plans
Welfare plans