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Sponsor portfolio

SOUTHVIEW MEDICAL GROUP P.C.

EIN 63-1185612-hospital & health care-Latest filing 2025
Plans
3
Retirement
2
$56.0M assets
Welfare
1
$2.7M premiums
Participants
511
833 ST. VINCENTS DRIVE, POB 3 SUITE 300 - BIRMINGHAM, AL 352051613205-933-4640southviewmedical.comLinkedIn11-50 employeeshospital & health care
Plans on this EIN
3 filings
#001401k-$52.9M - 272 part#003CashBalance-$3.1M - 59 part#501Fully Insured-$2.7M - 350 lives

Retirement portfolio analytics

2 plans aggregated / $56.0M assets / 331 participants

Assets by plan

Share of aggregate retirement assets

94%top
  • P. C. 401(K) (#001)94%
  • CASH BALANCE PENSION (#003)6%
Total $56.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
94%top
  • MERRILL LYNCH PIERCE FENNER & SMITH94%
  • (Not disclosed)6%
Total $56.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • P. C. 401(K) (#001)272
  • CASH BALANCE PENSION (#003)59
Total 331Click row to drill in

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
Total $2.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
67%top
  • BLUE CROSS OF CALIFORNIA67%
  • UNITED AMERICAN INSURANCE COMPANY17%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA9%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA6%
  • TRANSAMERICA LIFE INSURANCE COMPANY1%
  • +1 more
Total $2.7M6 slices

Broker market share

Schedule A broker compensation

Split broker
64%top
  • THE PRIESTLEY COMPANY64%
  • LAKESHORE BENEFIT ALLIANCE LLC17%
  • SURETY MARKETING14%
  • LBA SERVICE LLC3%
  • RANDY L BENNETT2%
  • +2 more
Total $168K7 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

SOUTHVIEW MEDICAL GROUP, P. C. 401(K) PLAN

401k

Assets$52.9M
Participants272
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

SOUTHVIEW MEDICAL GROUP, P.C. CASH BALANCE PENSION PLAN

CashBalance

Assets$3.1M
Participants59
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SOUTHVIEW MEDICAL GROUP P.C. FLEXIBLE BENEFIT PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF ALABAMA

Premiums$2.7M
Covered lives350
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SOUTHVIEW MEDICAL GROUP, P. C. 401(K) PLAN401k$52.9M2722024
003SOUTHVIEW MEDICAL GROUP, P.C. CASH BALANCE PENSION PLANCashBalance$3.1M592024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SOUTHVIEW MEDICAL GROUP P.C. FLEXIBLE BENEFIT PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF ALABAMA$2.7M3502025
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