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Sponsor portfolio

SOUTHERN FOODSERVICE MANAGEMENT, INC.

EIN 63-0315905-food & beverages-Latest filing 2025
Plans
3
Retirement
2
$6.9M assets
Welfare
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 filings
#002401k-$6.0M - 1,490 part#003401k-$944K - 80 part#502Fully Insured-$2.6M - 2,451 lives

Retirement portfolio analytics

2 plans aggregated / $6.9M assets / 1,570 participants

Assets by plan

Share of aggregate retirement assets

86%top
  • MANAGEMENT, INC. 401(K) (#002)86%
  • UNIT RETIREMENT PLAN (#003)14%
Total $6.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MANAGEMENT, INC. 401(K) (#002)1,490
  • UNIT RETIREMENT PLAN (#003)80
Total 1,570Click row to drill in

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
Total $2.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
73%top
  • BLUE CROSS OF CALIFORNIA73%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY21%
  • UNITED AMERICAN INSURANCE COMPANY6%
Total $2.6M3 slices

Broker market share

Schedule A broker compensation

Split broker
43%top
  • WILLIAMS FINANCIAL43%
  • ANT FARM23%
  • COBBS ALLEN & HALL INC23%
  • CAREY PHILLIPS WILLIAMS9%
  • PROVIDENCE BENEFITS2%
Total $150K5 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 FOODSERVICE MANAGEMENT, INC. 401(K) PLAN

401k

Assets$6.0M
Participants1,490
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

SOUTHERN FOODSERVICE MANAGEMENT, INC. LIUNA FORT NOVOSEL BARGAINING UNIT RETIREMENT PLAN

401k

Assets$944K
Participants80
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

SOUTHERN FOODSERVICE MANAGEMENT, INC. HEALTH & WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF ALABAMA

Premiums$2.6M
Covered lives2,451
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SOUTHERN FOODSERVICE MANAGEMENT, INC. 401(K) PLAN401k$6.0M1,4902025
003SOUTHERN FOODSERVICE MANAGEMENT, INC. LIUNA FORT NOVOSEL BARGAINING UNIT RETIREMENT PLAN401k$944K802025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502SOUTHERN FOODSERVICE MANAGEMENT, INC. HEALTH & WELFARE BENEFIT PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF ALABAMA$2.6M2,4512025
Retirement plans
Welfare plans
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