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Sponsor portfolio

MULTI-SOUTH MANAGEMENT SERVICES LLC

EIN 62-1872616-real estate-Latest filing 2025
Plans
2
Retirement
1
$2.5M assets
Welfare
1
$669K premiums
Participants
499
6075 POPLAR AVENUE, SUITE 630 - MEMPHIS, TN 38119901-680-9005multi-south.comLinkedIn201-500 employeesreal estate
Plans on this EIN
2 filings
#001401k-$2.5M - 213 part#501Mixed-$669K - 210 lives

Benefits portfolio analytics

1 plan / $669K premiums / 210 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$359K
  • Other$152K
  • Life$81K
  • Dental$74K
  • Vision$74K
  • Short-term disability$57K
  • +1 more
Total $669K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
54%top
  • HM LIFE INSURANCE COMPANY54%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY35%
  • BLUE CROSS OF CALIFORNIA11%
Total $669K3 slices

Broker market share

Schedule A broker compensation

Split broker
54%top
  • STREAMLINE ENTERPRISES LLC54%
  • GIS BENEFITS INC36%
  • FREDERICK C SCHAEFFER9%
Total $76K3 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

MULTI-SOUTH MANAGEMENT SERVICES, LLC 401(K) PLAN

401k

Assets$2.5M
Participants213
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MULTI-SOUTH MANAGEMENT SERVICES LLC WELFARE BENEFIT PLAN

Mixed - HM LIFE INSURANCE COMPANY

Premiums$669K
Covered lives210
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MULTI-SOUTH MANAGEMENT SERVICES, LLC 401(K) PLAN401k$2.5M2132025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MULTI-SOUTH MANAGEMENT SERVICES LLC WELFARE BENEFIT PLANMixedHM LIFE INSURANCE COMPANY$669K2102025
Retirement plans
Welfare plans
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