Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$258K
- Vision$258K
- Life$258K
- Short-term disability$258K
- Long-term disability$258K
- Other$258K
Sponsor portfolio
SOUTHGROUP INSURANCE & FINANCIAL
EIN 94-3419819Latest filing 2025
Plans
2
Retirement
1
$16.9M assets
Welfare
1
$258K premiums
Participants
252
795 WOODLANDS PARKWAY, SUITE 101 - RIDGELAND, MS 39157601-914-3220
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $258K premiums / 114 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- SUN LIFE ASSURANCE COMPANY OF CANADA100%
Broker market share
Schedule A broker compensation
73%top
- SOUTHGROUP BENEFITS CONSULTANTS LLC73%
- THE CASON GROUP INC25%
- ERIN KOSTER GIUSTI2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SOUTHGROUP 401(K) PLAN
401k
Assets$16.9M
Participants138
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506
SOUTHGROUP LIFE & AD&D PLAN; SOUTHGROUP LONG-TERM
Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$258K
Covered lives114
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SOUTHGROUP 401(K) PLAN | 401k | $16.9M | 138 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 506 | SOUTHGROUP LIFE & AD&D PLAN; SOUTHGROUP LONG-TERM | Fully Insured | SUN LIFE ASSURANCE COMPANY OF CANADA | $258K | 114 | 2025 |
Retirement plans
Welfare plans