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Sponsor portfolio

SOUTHERN AIR, INCORPORATED

EIN 54-0604377-mechanical or industrial engineering-Latest filing 2025
Plans
3
Retirement
2
$111.0M assets
Welfare
1
$604K premiums
Participants
2,505
ROBERT W. BURRILL, JR., CFO, POST OFFICE BOX 4205 - LYNCHBURG, VA 24502434-385-6200southern-air.comLinkedIn501-1000 employeesmechanical or industrial engineering
Plans on this EIN
3 filings
#002401k-$70.2M - 973 part#001ESOP-$40.8M - 679 part#506Mixed-$604K - 1,636 lives

Retirement portfolio analytics

2 plans aggregated / $111.0M assets / 1,652 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • PROFIT SHARING PLAN (#002)63%
  • PLAN AND TRUST (#001)37%
Total $111.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)973
  • PLAN AND TRUST (#001)679
Total 1,652Click row to drill in

Benefits portfolio analytics

1 plan / $604K premiums / 1,636 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$245K
  • Other$190K
  • Long-term disability$108K
  • Vision$62K
Total $604K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY90%
  • METROPOLITAN LIFE INSURANCE COMPANY10%
Total $604K2 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • LEAHY CONSULTING SERVICES94%
  • NFP INSURANCE SERVICES INC6%
Total $81K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SOUTHERN AIR, INC. CASH OR DEFERRED PROFIT SHARING PLAN

401k

Assets$70.2M
Participants973
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SOUTHERN AIR INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

ESOP

Assets$40.8M
Participants679
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

SOUTHERN AIR, INCORPORATED WRAP WELFARE PLAN

Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$604K
Covered lives1,636
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SOUTHERN AIR, INC. CASH OR DEFERRED PROFIT SHARING PLAN401k$70.2M9732024
001SOUTHERN AIR INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTESOP$40.8M6792024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506SOUTHERN AIR, INCORPORATED WRAP WELFARE PLANMixedRELIANCE STANDARD LIFE INSURANCE COMPANY$604K1,6362025
Retirement plans
Welfare plans
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