Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.6M
- Dental$4.6M
- Other$342K
- Life$272K
- Short-term disability$225K
- Long-term disability$225K
- +1 more
Sponsor portfolio
SOUTH OXFORD MANAGEMENT LLC
EIN 81-4282539real estateLatest filing 2025
Plans
2
Retirement
1
$19.3M assets
Welfare
1
$4.9M premiums
Participants
969
5151 BELT LINE RD STE 100 - DALLAS, TX 752541459469-420-5678somliving.comLinkedIn201-500 employeesreal estate
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.9M premiums / 515 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- BLUE CROSS OF CALIFORNIA93%
- UNUM LIFE INSURANCE COMPANY OF AMERICA7%
- PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
- DEARBORN LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
100%top
- HIGGINBOTHAM INS AGENCY INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SOUTH OXFORD MANAGEMENT LLC 401(K) PLAN
401k
Assets$19.3M
Participants520
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507
SOUTH OXFORD MANAGEMENT BENEFIT PLAN
Fully Insured - HEALTH CARE SERVICE CORPORATION
Premiums$4.9M
Covered lives515
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SOUTH OXFORD MANAGEMENT LLC 401(K) PLAN | 401k | $19.3M | 520 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 507 | SOUTH OXFORD MANAGEMENT BENEFIT PLAN | Fully Insured | HEALTH CARE SERVICE CORPORATION | $4.9M | 515 | 2025 |
Retirement plans
Welfare plans