Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$205K
- Vision$205K
- Life$205K
- Short-term disability$205K
- Long-term disability$205K
- Other$205K
Sponsor portfolio
SOUTHERN ENERGY MANAGEMENT
EIN 94-3429776renewables & environmentLatest filing 2025
Plans
4
Retirement
1
$3.8M assets
Welfare
3
$1.2M premiums
Participants
383
5908 TRIANGLE DRIVE - RALEIGH, NC 27617919-367-1381southern-energy.comLinkedIn51-200 employeesrenewables & environment
Benefits portfolio analytics
3 plans / $1.2M premiums / 583 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Broker market share
Schedule A broker compensation
63%top
- MARSH & MCLENNAN AGENCY LLC63%
- 0009K72631%
- WATCHTOWER BENEFITS, LLC6%
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 ENERGY MANAGEMENT, INC. 401(K) PLAN
401k
Assets$3.8M
Participants196
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SOUTHERN ENERGY MANAGEMENT MEDICAL PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$747K
Covered lives230
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
SOUTHERN ENERGY MANAGEMENT ANCILLARY PLANS
Fully Insured - GUARDIAN LIFE INSURANCE COMPANY
Premiums$221K
Covered lives170
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
SOUTHERN ENERGY MANAGEMENT HEALTH AND WELFARE BENEFIT PLAN
Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$205K
Covered lives183
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SOUTHERN ENERGY MANAGEMENT, INC. 401(K) PLAN | 401k | $3.8M | 196 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SOUTHERN ENERGY MANAGEMENT MEDICAL PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $747K | 230 | 2024 | |
| 502 | SOUTHERN ENERGY MANAGEMENT ANCILLARY PLANS | Fully Insured | GUARDIAN LIFE INSURANCE COMPANY | $221K | 170 | 2024 | |
| 503 | SOUTHERN ENERGY MANAGEMENT HEALTH AND WELFARE BENEFIT PLAN | Mixed | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $205K | 183 | 2025 |
Retirement plans
Welfare plans