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  1. Companies/
  2. Southeastern Property Management LLC
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Southeastern Property Management LLC

EIN 63-0755228-real estate-Latest filing 2025
Plans
5
Retirement
4
$21.3M assets
Health & Benefits
1
$848K premiums
Participants
1,151
1103 RICHARD ARRINGTON, JR BLVD S - BIRMINGHAM, AL 35205205-639-5113LinkedIn201-500 employeesreal estate
Plans on this EIN
5 filings
#006401(k)-$19.1M - 704 part#003401(k)-$895K - 27 part#001401(k)-$704K - 7 part#005Profit-sharing-$528K - 15 part#501Mixed-$848K - 398 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

4 plans aggregated / $21.3M assets / 753 participants

Assets by plan

Share of aggregate retirement assets

  • MANAGEMENT LLC 401(K) (#006)$19.1M
  • BEACH RETIREMENT PLAN (#003)$895K
  • SEPM/EPISCOPAL PLACE 401(K) (#001)$704K
  • FLORIDA RETIREMENT PLAN (#005)$528K
Total $21.3MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • TRANSAMERICA RETIREMENT SOLUTIONS$19.1M
  • (Not disclosed)$2.1M
Total $21.3MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • MANAGEMENT LLC 401(K) (#006)704
  • BEACH RETIREMENT PLAN (#003)27
  • FLORIDA RETIREMENT PLAN (#005)15
  • SEPM/EPISCOPAL PLACE 401(K) (#001)7
Total 753Select a row to open it

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
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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#006

SOUTHEASTERN PROPERTY MANAGEMENT LLC 401(K) PLAN

401(k)

Assets$19.1M
Participants704
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

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

401(k)

Assets$895K
Participants27
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

SEPM/EPISCOPAL PLACE 401(K) PLAN

401(k)

Assets$704K
Participants7
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#005

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

Profit-sharing

Assets$528K
Participants15
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

SOUTHEASTERN PROPERTY MANAGEMENT LLC

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$848K
Covered lives398
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

4 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#006SOUTHEASTERN PROPERTY MANAGEMENT LLC 401(K) PLAN401(k)$19.1M7042025
#003SOUTHEASTERN PROPERTY MANAGEMENT, LLC SEPM VILLAS OF THE DIOCESE OF PALM BEACH RETIREMENT PLAN401(k)$895K272025
#001SEPM/EPISCOPAL PLACE 401(K) PLAN401(k)$704K72025
#005SEPM/B'NAI B'RITH APARTMENTS OF DEERFIELD BEACH FLORIDA RETIREMENT PLANProfit-sharing$528K152025
  • SOUTHEASTERN PROPERTY MANAGEMENT LLC 401(K) PLAN$19.1M
    #006 · 401(k) · 2025704
  • SOUTHEASTERN PROPERTY MANAGEMENT, LLC SEPM VILLAS OF THE DIOCESE OF PALM BEACH RETIREMENT PLAN$895K
    #003 · 401(k) · 202527
  • SEPM/EPISCOPAL PLACE 401(K) PLAN$704K
    #001 · 401(k) · 20257
  • SEPM/B'NAI B'RITH APARTMENTS OF DEERFIELD BEACH FLORIDA RETIREMENT PLAN$528K
    #005 · Profit-sharing · 202515

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501SOUTHEASTERN PROPERTY MANAGEMENT LLCMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$848K3982025
  • SOUTHEASTERN PROPERTY MANAGEMENT LLC$848K
    #501 · Mixed · PRUDENTIAL INSURANCE COMPANY OF AMERICA · 2025398
Retirement plans
Health & Benefits plans

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  2. Benefits analytics
  3. Plan summaries
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  5. Health & Benefits plans
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