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Sponsor portfolio

SOUTHERN MISSISSIPPI PLANNING AND DEVELOPMENT DISTRICT

EIN 64-0441554-Other Services (except Public Administration)-Latest filing 2025
Plans
3
Retirement
2
$17.5M assets
Welfare
1
$1.9M premiums
Participants
607
10441 CORPORATE DRIVE, SUITE 1 - GULFPORT, MS 39503228-314-1459
Plans on this EIN
3 filings
#002MoneyPurchase-$12.9M - 250 part#003403b-$4.6M - 204 part#502Fully Insured-$1.9M - 298 lives

Retirement portfolio analytics

2 plans aggregated / $17.5M assets / 454 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • DEFINED CONTRIBUTION PENSION (#002)74%
  • DEVELOPMENT DISTRICT 403(B) (#003)26%
Total $17.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED CONTRIBUTION PENSION (#002)250
  • DEVELOPMENT DISTRICT 403(B) (#003)204
Total 454Click row to drill in

Benefits portfolio analytics

1 plan / $1.9M premiums / 298 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Dental$1.7M
  • Other$77K
  • Long-term disability$34K
  • Life$22K
  • Vision$15K
Total $1.9M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • UNITEDHEALTHCARE INSURANCE COMPANY93%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY5%
  • PROVIDENCE HEALTH PLAN1%
  • VISION SERVICE PLAN1%
Total $1.9M4 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • BXS INSURANCE INC95%
  • GALLAGHER BENEFIT SERVICES, INC.5%
  • EMPLOYEE NAVIGATOR, LLC0%
Total $99K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SOUTHERN MISSISSIPPI PLANNING AND DEVELOPMENT DISTRICT DEFINED CONTRIBUTION PENSION PLAN

MoneyPurchase

Assets$12.9M
Participants250
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

SOUTHERN MISSISSIPPI PLANNING AND DEVELOPMENT DISTRICT 403(B) PLAN

403b

Assets$4.6M
Participants204
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

SOUTHERN MISSISSIPPI PLANNING AND DEVELOPMENT DISTRICT, INC. EMPLOYEE BENEFITS PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.9M
Covered lives298
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SOUTHERN MISSISSIPPI PLANNING AND DEVELOPMENT DISTRICT DEFINED CONTRIBUTION PENSION PLANMoneyPurchase$12.9M2502025
003SOUTHERN MISSISSIPPI PLANNING AND DEVELOPMENT DISTRICT 403(B) PLAN403b$4.6M2042025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502SOUTHERN MISSISSIPPI PLANNING AND DEVELOPMENT DISTRICT, INC. EMPLOYEE BENEFITS PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.9M2982025
Retirement plans
Welfare plans
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