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Sponsor portfolioTH

SOUTHERN RESEARCH INSTITUTE

EIN 63-0288868-veterinary-Latest filing 2025
Plans
3
Retirement
1
$96.6M assets
Welfare
2
$2.3M premiums
Participants
1,146
2000 NINTH AVENUE SOUTH - BIRMINGHAM, AL 35205205-581-2000southernresearch.comLinkedIn1-10 employeesveterinary
Plans on this EIN
3 filings
#002401k-$96.6M - 936 part#501Mixed-$2.3M - 327 lives#513Self Funded-0 lives

Benefits portfolio analytics

2 plans / $2.3M premiums / 327 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.1M
  • Dental$2.1M
  • Prescription drug$2.1M
  • Other$180K
  • Life$169K
  • Long-term disability$169K
  • +1 more
Total $2.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY7%
  • VISION SERVICE PLAN1%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $2.3M5 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • LOCKTON COMPANIES, LLC98%
  • WILLIS TOWERS WATSON US LLC2%
Total $29K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SOUTHERN RESEARCH INSTITUTE 401(K) PLAN

401k

Assets$96.6M
Participants936
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SOUTHERN RESEARCH INSTITUTE WELFARE BENEFITS PLAN

Mixed - BLUE CROSS AND BLUE SHIELD OF ALABAMA

Premiums$2.3M
Covered lives327
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#513

SOUTHERN RESEARCH INSTITUTE VEBA

Self Funded

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

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002SOUTHERN RESEARCH INSTITUTE 401(K) PLAN401k$96.6M9362024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SOUTHERN RESEARCH INSTITUTE WELFARE BENEFITS PLANMixedBLUE CROSS AND BLUE SHIELD OF ALABAMA$2.3M3272025
513SOUTHERN RESEARCH INSTITUTE VEBASelf Funded-$002025
Retirement plans
Welfare plans
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