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Sponsor portfolio

SOUTHEASTERN PROPERTY MANAGEMENT LLC

EIN 63-0755228-real estate-Latest filing 2025
Plans
5
Retirement
4
$17.7M assets
Welfare
1
$848K premiums
Participants
1,217
1103 RICHARD ARRINGTON JR., BOULEVARD SOUTH - BIRMINGHAM, AL 35205205-639-5118LinkedIn201-500 employeesreal estate
Plans on this EIN
5 filings
#006401k-$15.9M - 773 part#003401k-$811K - 27 part#001401k-$564K - 5 part#005ProfitSharing-$392K - 14 part#501Mixed-$848K - 398 lives

Retirement portfolio analytics

4 plans aggregated / $17.7M assets / 819 participants

Assets by plan

Share of aggregate retirement assets

90%top
  • MANAGEMENT LLC 401(K) (#006)90%
  • BEACH RETIREMENT PLAN (#003)5%
  • SEPM/EPISCOPAL PLACE 401(K) (#001)3%
  • FLORIDA RETIREMENT PLAN (#005)2%
Total $17.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
90%top
  • TRANSAMERICA RETIREMENT SOLUTIONS90%
  • (Not disclosed)10%
Total $17.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MANAGEMENT LLC 401(K) (#006)773
  • BEACH RETIREMENT PLAN (#003)27
  • FLORIDA RETIREMENT PLAN (#005)14
  • SEPM/EPISCOPAL PLACE 401(K) (#001)5
Total 819Click row to drill in

Benefits portfolio analytics

1 plan / $848K premiums / 398 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$490K
  • Short-term disability$490K
  • Long-term disability$490K
  • Other$490K
  • Dental$358K
  • Vision$358K
Total $848K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA58%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA42%
Total $848K2 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • COBBS ALLEN & HALL INC100%
  • IMG0%
Total $165K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#006

SOUTHEASTERN PROPERTY MANAGEMENT LLC 401(K) PLAN

401k

Assets$15.9M
Participants773
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

SOUTHEASTERN PROPERTY MANAGEMENT, LLC SEPM VILLAS OF THE DIOCESE OF PALM BEACH RETIREMENT PLAN

401k

Assets$811K
Participants27
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SEPM/EPISCOPAL PLACE 401(K) PLAN

401k

Assets$564K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

SEPM/B'NAI B'RITH APARTMENTS OF DEERFIELD BEACH FLORIDA RETIREMENT PLAN

ProfitSharing

Assets$392K
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SOUTHEASTERN PROPERTY MANAGEMENT LLC

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$848K
Covered lives398
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
006SOUTHEASTERN PROPERTY MANAGEMENT LLC 401(K) PLAN401k$15.9M7732024
003SOUTHEASTERN PROPERTY MANAGEMENT, LLC SEPM VILLAS OF THE DIOCESE OF PALM BEACH RETIREMENT PLAN401k$811K272024
001SEPM/EPISCOPAL PLACE 401(K) PLAN401k$564K52024
005SEPM/B'NAI B'RITH APARTMENTS OF DEERFIELD BEACH FLORIDA RETIREMENT PLANProfitSharing$392K142024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SOUTHEASTERN PROPERTY MANAGEMENT LLCMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$848K3982025
Retirement plans
Welfare plans
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