Assets by plan
Share of aggregate retirement assets
Filings through .
Southern Foodservice Management, Inc.
EIN 63-0315905food & beveragesLatest filing 2025
Plans
3
Retirement
2
$6.9M assets
Health & Benefits
1
$2.6M premiums
Participants
4,021
431 OFFICE PARK DRIVE, FIRST FLOOR - BIRMINGHAM, AL 35223205-871-8000southernfoodservice.comLinkedIn1001-5000 employeesfood & beverages
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $6.9M assets / 1,570 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.6M premiums / 2,451 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.0M
- Prescription drug$2.0M
- Dental$549K
- Vision$549K
- Life$549K
- Short-term disability$549K
- +2 more
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
SOUTHERN FOODSERVICE MANAGEMENT, INC. 401(K) PLAN
401(k)
Assets$6.0M
Participants1,490
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
SOUTHERN FOODSERVICE MANAGEMENT, INC. LIUNA FORT NOVOSEL BARGAINING UNIT RETIREMENT PLAN
401(k)
Assets$944K
Participants80
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
SOUTHERN FOODSERVICE MANAGEMENT, INC. HEALTH & WELFARE BENEFIT PLAN
Fully insured - BLUE CROSS AND BLUE SHIELD OF ALABAMA
Premiums$2.6M
Covered lives2,451
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | SOUTHERN FOODSERVICE MANAGEMENT, INC. 401(K) PLAN | 401(k) | $6.0M | 1,490 | 2025 |
| #003 | SOUTHERN FOODSERVICE MANAGEMENT, INC. LIUNA FORT NOVOSEL BARGAINING UNIT RETIREMENT PLAN | 401(k) | $944K | 80 | 2025 |
- #002 · 401(k) · 20251,490
- #003 · 401(k) · 202580
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | SOUTHERN FOODSERVICE MANAGEMENT, INC. HEALTH & WELFARE BENEFIT PLAN | Fully insured | BLUE CROSS AND BLUE SHIELD OF ALABAMA | $2.6M | 2,451 | 2025 |
- #502 · Fully insured · BLUE CROSS AND BLUE SHIELD OF ALABAMA · 20252,451
Retirement plans
Health & Benefits plans