Assets by plan
Share of aggregate retirement assets
- P. C. 401(K) (#001)$63.6M
Filings through .
Southview Medical Group, P.C.
EIN 63-1185612hospital & health careLatest filing 2025
Plans
3
Retirement
2
$67.4M assets
Health & Benefits
1
$2.7M premiums
Participants
497
833 ST. VINCENT'S DRIVE, SUITE 300 - BIRMINGHAM, AL 35205205-933-4640southviewmedical.comLinkedIn11-50 employeeshospital & health care
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 / $67.4M assets / 317 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$3.9M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.7M premiums / 350 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$2.3M
- Dental$2.0M
- Health$1.8M
- Prescription drug$1.8M
- Vision$149K
- Long-term disability$137K
- +2 more
See carrier and broker market share with Pro.
Pro unlocks:
- Top carriers and their premium share
- Top brokers and their commission share
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
SOUTHVIEW MEDICAL GROUP, P. C. 401(K) PLAN
401(k)
Assets$63.6M
Participants256
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
SOUTHVIEW MEDICAL GROUP, P.C. CASH BALANCE PENSION PLAN
Cash balance
Assets$3.9M
Participants61
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
SOUTHVIEW MEDICAL GROUP P.C. FLEXIBLE BENEFIT PLAN
Fully insured - BLUE CROSS AND BLUE SHIELD OF ALABAMA
Premiums$2.7M
Covered lives350
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | SOUTHVIEW MEDICAL GROUP, P. C. 401(K) PLAN | 401(k) | $63.6M | 256 | 2025 |
| #003 | SOUTHVIEW MEDICAL GROUP, P.C. CASH BALANCE PENSION PLAN | Cash balance | $3.9M | 61 | 2025 |
- #001 · 401(k) · 2025256
- #003 · Cash balance · 202561
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | SOUTHVIEW MEDICAL GROUP P.C. FLEXIBLE BENEFIT PLAN | Fully insured | BLUE CROSS AND BLUE SHIELD OF ALABAMA | $2.7M | 350 | 2025 |
- #501 · Fully insured · BLUE CROSS AND BLUE SHIELD OF ALABAMA · 2025350
Retirement plans
Health & Benefits plans