Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $89.4M assets / 607 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $884K premiums / 250 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
ESOP
Mixed - BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC.
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | CONTROL SOUTHERN INC. PROFIT SHARING PLAN | 401(k) | $56.8M | 355 | 2025 |
| #002 | CONTROL SOUTHERN INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $32.6M | 252 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | CONTROL SOUTHERN INC. | Mixed | BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC. | $884K | 250 | 2025 |