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Sponsor portfolio

SOUTHERN MEDICAL HEALTH SYSTEMS, INC.

EIN 63-0885975-medical practice-Latest filing 2024
Plans
7
Retirement
1
$72.1M assets
Welfare
6
$837K premiums
Participants
6,849
1000-A CODY ROAD SOUTH - MOBILE, AL 36695251-460-5280LinkedIn1001-5000 employeesmedical practice
Plans on this EIN
7 filings
#001401k-$72.1M - 1,614 part#501Self Funded-$424K - 1,249 lives#507Fully Insured-$180K - 853 lives#502Fully Insured-$172K - 1,118 lives#504Fully Insured-$61K - 71 lives#506Unknown-0 lives#508Self Funded-0 lives

Benefits portfolio analytics

6 plans / $837K premiums / 3,291 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$424K
  • Vision$180K
  • Other$172K
  • Life$169K
  • Long-term disability$61K
  • Dental$3K
Total $837K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • QBE INSURANCE51%
  • BLUE CROSS OF CALIFORNIA22%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY21%
  • METROPOLITAN LIFE INSURANCE COMPANY6%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Total $837K5 slices

Broker market share

Schedule A broker compensation

Split broker
53%top
  • GALLAGHER BENEFIT SERVICES, INC.53%
  • WILLIS TOWERS WATSON US LLC40%
  • BILLY G. HOOD7%
Total $62K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SOUTHERN MEDICAL HEALTH SYSTEMS, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN

401k

Assets$72.1M
Participants1,614
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SOUTHERN MEDICAL HEALTH SYSTEMS INC MEDICAL PLAN

Self Funded - QBE A&H

Premiums$424K
Covered lives1,249
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

SOUTHERN MEDICAL HEALTH SYSTEMS, INC. VISION PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF ALABAMA

Premiums$180K
Covered lives853
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

SOUTHERN MEDICAL HEALTH SYSTEMS, INC. LIFE AND AD&D PLAN

Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$172K
Covered lives1,118
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

SOUTHERN MEDICAL HEALTH SYSTEMS, INC. LONG TERM DISABILITY PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$61K
Covered lives71
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

SOUTHERN MEDICAL HEALTH SYSTEMS, INC. FLEX PLAN

Unknown

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508

SOUTHERN MEDICAL HEALTH SYSTEMS, INC. DENTAL PLAN

Self Funded

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

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SOUTHERN MEDICAL HEALTH SYSTEMS, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN401k$72.1M1,6142024

Welfare plans6

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SOUTHERN MEDICAL HEALTH SYSTEMS INC MEDICAL PLANSelf FundedQBE A&H$424K1,2492024
507SOUTHERN MEDICAL HEALTH SYSTEMS, INC. VISION PLANFully InsuredBLUE CROSS BLUE SHIELD OF ALABAMA$180K8532024
502SOUTHERN MEDICAL HEALTH SYSTEMS, INC. LIFE AND AD&D PLANFully InsuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$172K1,1182024
504SOUTHERN MEDICAL HEALTH SYSTEMS, INC. LONG TERM DISABILITY PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$61K712024
506SOUTHERN MEDICAL HEALTH SYSTEMS, INC. FLEX PLANUnknown-$002024
508SOUTHERN MEDICAL HEALTH SYSTEMS, INC. DENTAL PLANSelf Funded-$002024
Retirement plans
Welfare plans
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