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Sponsor portfolio

SOUTHERN DEVELOPMENT MANAGEMENT CO., INC.

EIN 57-0884962-Real Estate and Rental and Leasing-Latest filing 2025
Plans
2
Retirement
1
$6.5M assets
Welfare
1
$613K premiums
Participants
300
1403 JARET COURT - WEST COLUMBIA, SC 29169803-808-3966LinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$6.5M - 149 part#501Fully Insured-$613K - 155 lives

Benefits portfolio analytics

1 plan / $613K premiums / 155 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$347K
  • Life$126K
  • Other$74K
  • Dental$65K
  • Long-term disability$37K
  • Short-term disability$27K
  • +1 more
Total $613K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
57%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY57%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY33%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA8%
  • EYEMED VISION CARE2%
Total $613K4 slices

Broker market share

Schedule A broker compensation

Split broker
46%top
  • ENROLLEASE46%
  • DIGITAL INSURANCE LLC37%
  • KIMBERLY ANN SHARPE11%
  • THE CLARK GROUP OF SC3%
  • KEY INSURANCE & BENEFIT SERVICES1%
  • +3 more
Total $77K8 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

SOUTHERN DEVELOPMENT MANAGEMENT COMPANY, INC. 401(K) SALARY REDUCTION PLAN AND TRUST

401k

Assets$6.5M
Participants149
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SOUTHERN DEVELOPMENT MANAGEMENT COMPANY EMPLOYEE BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$613K
Covered lives155
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SOUTHERN DEVELOPMENT MANAGEMENT COMPANY, INC. 401(K) SALARY REDUCTION PLAN AND TRUST401k$6.5M1492025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SOUTHERN DEVELOPMENT MANAGEMENT COMPANY EMPLOYEE BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$613K1552025
Retirement plans
Welfare plans
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