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  2. SOUTHERN COMPANY SERVICES, INC.
Sponsor portfolioTH

SOUTHERN COMPANY SERVICES, INC.

EIN 63-0274273-Utilities-Latest filing 2025
Plans
7
Retirement
2
$25.57B assets
Welfare
5
$187.4M premiums
Participants
184,385
30 IVAN ALLEN JR BLVD NW, BIN SC1002 - ATLANTA, GA 30308404-506-5000sw-fab.comLinkedIn1-10 employees
Plans on this EIN
7 filings
#001TraditionalDB-$15.32B - 58,166 part#002ESOP-$10.25B - 36,818 part#607Fully Insured-$89.7M - 80,818 lives#608Fully Insured-$73.7M - 21,011 lives#518Fully Insured-$17.2M - 16,021 lives#802Mixed-$6.9M - 2,725 lives#702Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $25.57B assets / 94,984 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • SOUTHERN COMPANY PENSION (#001)60%
  • COMPANY EMPLOYEE Savings (#002)40%
Total $25.57BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Displacement opening
60%top
  • ALIGHT SOLUTIONS LLC60%
  • MERRILL LYNCH PIERCE FENNER & SMITH40%
Total $25.57BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SOUTHERN COMPANY PENSION (#001)58,166
  • COMPANY EMPLOYEE Savings (#002)36,818
Total 94,984Click row to drill in

Benefits portfolio analytics

5 plans / $187.4M premiums / 120,575 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$79.6M
  • Life$44.2M
  • Dental$27.2M
  • Long-term disability$20.1M
  • Other$16.1M
  • Prescription drug$10.5M
  • +1 more
Total $187.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
36%top
  • METROPOLITAN LIFE INSURANCE COMPANY36%
  • ANTHEM LIFE INSURANCE COMPANY34%
  • DELTA DENTAL OF CALIFORNIA14%
  • BLUE CROSS OF CALIFORNIA11%
  • KAISER FOUNDATION HEALTH PLAN INC2%
  • +3 more
Total $187.4M8 slices

Broker market share

Schedule A broker compensation

Split broker
57%top
  • WILLIS TOWERS WATSON US LLC57%
  • AMERICAN BENEFITS AND COMPENSATION24%
  • STRATEGIC NON-MEDICAL SOLUTIONS LLC11%
  • AON CONSULTING INC6%
  • AMERICAN BEN. AND COMP. SYS. INC.1%
  • +1 more
Total $2.3M6 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

THE SOUTHERN COMPANY PENSION PLAN

TraditionalDB

Assets$15.32B
Participants58,166
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

THE SOUTHERN COMPANY EMPLOYEE SAVINGS PLAN

ESOP

Assets$10.25B
Participants36,818
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#607

SOUTHERN COMPANY SERVICES, INC. HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - DELTA DENTAL INSURANCE COMPANY

Premiums$89.7M
Covered lives80,818
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#608

SOUTHERN COMPANY SERVICES, INC. HEALTH CARE PLAN FOR RETIREES

Fully Insured - ANTHEM BLUE CROSS BLUE SHIELD

Premiums$73.7M
Covered lives21,011
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#518

RETIREE GROUP LIFE INSURANCE PLAN FOR SOUTHERN COMPANY SERVICES, INC.

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$17.2M
Covered lives16,021
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#802

HEALTH AND WELFARE PLAN FOR RETIREES & INACTIVE EMPLOYEES OF SOUTHERN COMPANY GAS

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$6.9M
Covered lives2,725
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#702

SOUTHERN COMPANY SERVICES, INC. HEALTH REIMBURSEMENT ARRANGEMENT FOR RETIREES PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001THE SOUTHERN COMPANY PENSION PLANTraditionalDB$15.32B58,1662024
002THE SOUTHERN COMPANY EMPLOYEE SAVINGS PLANESOP$10.25B36,8182025

Welfare plans5

Plan #NameFundingCarrierPremiumsCoveredLatest year
607SOUTHERN COMPANY SERVICES, INC. HEALTH AND WELFARE BENEFITS PLANFully InsuredDELTA DENTAL INSURANCE COMPANY$89.7M80,8182024
608SOUTHERN COMPANY SERVICES, INC. HEALTH CARE PLAN FOR RETIREESFully InsuredANTHEM BLUE CROSS BLUE SHIELD$73.7M21,0112024
518RETIREE GROUP LIFE INSURANCE PLAN FOR SOUTHERN COMPANY SERVICES, INC.Fully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$17.2M16,0212024
802HEALTH AND WELFARE PLAN FOR RETIREES & INACTIVE EMPLOYEES OF SOUTHERN COMPANY GASMixedMETROPOLITAN LIFE INSURANCE COMPANY$6.9M2,7252024
702SOUTHERN COMPANY SERVICES, INC. HEALTH REIMBURSEMENT ARRANGEMENT FOR RETIREES PLANSelf Funded-$002024
Retirement plans
Welfare plans
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