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Sponsor portfolio

SOUTHERN DIVERSIFIED DISTRIBUTORS, INC.

EIN 56-2394188-investment management-Latest filing 2025
Plans
5
Retirement
1
$24.4M assets
Welfare
4
$783K premiums
Participants
547
4210 AZALEA DRIVE - CHARLESTON, SC 29405843-746-5714sddholdings.comLinkedIn201-500 employeesinvestment management
Plans on this EIN
5 filings
#002401k-$24.4M - 309 part#501Mixed-$390K - 262 lives#504Mixed-$262K - 272 lives#502Fully Insured-$119K - 296 lives#503Fully Insured-$12K - 236 lives

Benefits portfolio analytics

4 plans / $783K premiums / 1,066 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$265K
  • Life$239K
  • Short-term disability$239K
  • Long-term disability$239K
  • Dental$125K
  • Vision$125K
Total $390K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
61%top
  • STANDARD INSURANCE COMPANY61%
  • DELTA DENTAL OF CALIFORNIA32%
  • AFLAC7%
Total $390K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • THE BENEFIT COMPANY INC100%
Total $66K1 slice

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 DIVERSIFIED DISTRIBUTORS, INC. 401K

401k

Assets$24.4M
Participants309
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SOUTHERN DIVERSIFIED DISTRIBUTORS, INC. HEALTH PLAN

Mixed - STANDARD INSURANCE COMPANY

Premiums$390K
Covered lives262
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

SOUTHERN DIVERSIFIED DISTRIBUTORS, INC. LIFE, AD&D, AND DISABILITY BENEFITS PLAN

Mixed - STANDARD INSURANCE COMPANY

Premiums$262K
Covered lives272
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

SOUTHERN DIVERSIFIED DISTRIBUTORS, INC. DENTAL BENEFITS PLAN

Fully Insured - DELTA DENTAL OF MISSOURI

Premiums$119K
Covered lives296
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

SOUTHERN DIVERSIFIED DISTRIBUTORS, INC. VISION BENEFITS PLAN

Fully Insured - DELTA DENTAL OF MISSOURI

Premiums$12K
Covered lives236
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002SOUTHERN DIVERSIFIED DISTRIBUTORS, INC. 401K401k$24.4M3092025

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SOUTHERN DIVERSIFIED DISTRIBUTORS, INC. HEALTH PLANMixedSTANDARD INSURANCE COMPANY$390K2622025
504SOUTHERN DIVERSIFIED DISTRIBUTORS, INC. LIFE, AD&D, AND DISABILITY BENEFITS PLANMixedSTANDARD INSURANCE COMPANY$262K2722024
502SOUTHERN DIVERSIFIED DISTRIBUTORS, INC. DENTAL BENEFITS PLANFully InsuredDELTA DENTAL OF MISSOURI$119K2962024
503SOUTHERN DIVERSIFIED DISTRIBUTORS, INC. VISION BENEFITS PLANFully InsuredDELTA DENTAL OF MISSOURI$12K2362024
Retirement plans
Welfare plans
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