Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$1.2M
- Vision$1.2M
- Life$1.2M
- Short-term disability$1.2M
- Long-term disability$1.2M
- Other$1.2M
Filings through .
Southern Management Companies LLC
EIN 52-1223227real estateLatest filing 2025
Plans
2
Retirement
1
$105.6M assets
Health & Benefits
1
$1.3M premiums
Participants
3,971
7950 JONES BRANCH DRIVE, SUITE 500N - MCLEAN, VA 22102703-902-2000southernmanagement.comLinkedIn1001-5000 employeesreal estate
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $1.3M premiums / 1,150 covered lives
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- Top carriers and their premium share
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
SOUTHERN MANAGEMENT COMPANIES LLC 401(K) SAVINGS PLAN
401(k)
Assets$105.6M
Participants2,818
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#507
SOUTHERN MANAGEMENT COMPANIES, LLC HEALTH AND WELFARE PLAN
Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$1.3M
Covered lives1,150
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | SOUTHERN MANAGEMENT COMPANIES LLC 401(K) SAVINGS PLAN | 401(k) | $105.6M | 2,818 | 2025 |
- #003 · 401(k) · 20252,818
Health & Benefits plans
1 plan on this EIN
| 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 |
- #507 · Mixed · THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · 20251,150
Retirement plans
Health & Benefits plans