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Sponsor portfolioTH

CONTROL SOUTHERN INC.

EIN 58-0807099-industrial automation-Latest filing 2025
Plans
3
Retirement
2
$70.3M assets
Welfare
1
$884K premiums
Participants
852
3850 LAKEFIELD DRIVE - SUWANEE, GA 30024770-495-3100controlsouthern.comLinkedIn51-200 employeesindustrial automation
Plans on this EIN
3 filings
#001401k-$48.9M - 370 part#002ESOP-$21.4M - 232 part#501Mixed-$884K - 250 lives

Retirement portfolio analytics

2 plans aggregated / $70.3M assets / 602 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • PROFIT SHARING PLAN (#001)70%
  • EMPLOYEE STOCK OWNERSHIP (#002)30%
Total $70.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)370
  • EMPLOYEE STOCK OWNERSHIP (#002)232
Total 602Click row to drill in

Benefits portfolio analytics

1 plan / $884K premiums / 250 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$690K
  • Other$194K
  • Life$193K
  • Long-term disability$193K
Total $884K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • BLUE CROSS OF CALIFORNIA78%
  • RENAISSANCE LIFE & HEALTH INSURANCE COMPANY OF AMERICA22%
  • AFLAC0%
Total $884K3 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • IMA, INC.100%
  • MELISA LYNN SIZEMORE0%
  • RICHARD SMITHSON0%
  • COLLEEN M KIRKLAND0%
  • JUAN ORTS0%
  • +1 more
Total $19K6 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

CONTROL SOUTHERN INC. PROFIT SHARING PLAN

401k

Assets$48.9M
Participants370
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CONTROL SOUTHERN, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$21.4M
Participants232
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CONTROL SOUTHERN INC.

Mixed - BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC.

Premiums$884K
Covered lives250
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CONTROL SOUTHERN INC. PROFIT SHARING PLAN401k$48.9M3702024
002CONTROL SOUTHERN, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$21.4M2322024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CONTROL SOUTHERN INC.MixedBLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC.$884K2502025
Retirement plans
Welfare plans
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