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Sponsor portfolio

SOUTHERN DEVELOPMENT RESOURCES, LLC

EIN 64-0900779-medical practice-Latest filing 2025
Plans
2
Retirement
1
$35.4M assets
Welfare
1
$2.8M premiums
Participants
615
3688 VETERANS MEMORIAL DRIVE, SUITE 210 - HATTIESBURG, MS 39401601-554-7449LinkedIn51-200 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$35.4M - 394 part#501Fully Insured-$2.8M - 359 lives

Benefits portfolio analytics

1 plan / $2.8M premiums / 359 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.2M
  • Other$295K
  • Dental$261K
  • Vision$261K
  • Life$235K
  • Short-term disability$235K
  • +1 more
Total $2.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • BLUE CROSS OF CALIFORNIA80%
  • STARMOUNT LIFE INSURANCE COMPANY9%
  • HARTFORD LIFE AND ACCIDENT8%
  • SUN LIFE ASSURANCE COMPANY OF CANADA2%
Total $2.8M4 slices

Broker market share

Schedule A broker compensation

Split broker
49%top
  • CORNETT GROUP INC49%
  • JO ANN PANTALONE35%
  • GIS BENEFITS INC16%
Total $187K3 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 DEVELOPMENT RESOURCES, LLC RETIREMENT PLAN

401k

Assets$35.4M
Participants394
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SOUTHERN BONE AND JOINT/SOUTHERN DEVELOPMENT WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS & BLUE SHIELD OF MISSISSIPPI

Premiums$2.8M
Covered lives359
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SOUTHERN DEVELOPMENT RESOURCES, LLC RETIREMENT PLAN401k$35.4M3942024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SOUTHERN BONE AND JOINT/SOUTHERN DEVELOPMENT WELFARE BENEFIT PLANFully InsuredBLUE CROSS & BLUE SHIELD OF MISSISSIPPI$2.8M3592025
Retirement plans
Welfare plans
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