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
Filings through .
Southgroup Insurance and Financial Services, LLC
EIN 94-3419819Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$20.0M assets
Health & Benefits
1
$258K premiums
Participants
257
795 WOODLANDS PKWY., STE 101, PO BOX 3266 - RIDGELAND, MS 39158601-326-5301
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $258K premiums / 114 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
SOUTHGROUP 401(K) PLAN
401(k)
Assets$20.0M
Participants143
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#506
SOUTHGROUP LIFE & AD&D PLAN; SOUTHGROUP LONG-TERM
Fully insured - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$258K
Covered lives114
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | SOUTHGROUP 401(K) PLAN | 401(k) | $20.0M | 143 | 2025 |
- SOUTHGROUP 401(K) PLAN$20.0M#001 · 401(k) · 2025143
Health & Benefits plans
1 plan on this EIN
| 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 |
- #506 · Fully insured · SUN LIFE ASSURANCE COMPANY OF CANADA · 2025114
Retirement plans
Health & Benefits plans