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
Filings through .
Southern Energy Management, Inc.
EIN 94-3429776renewables & environmentLatest filing 2025
Plans
4
Retirement
1
$5.6M assets
Health & Benefits
3
$1.2M premiums
Participants
398
5908 TRIANGLE DRIVE - RALEIGH, NC 27617984-328-9427southern-energy.comLinkedIn51-200 employeesrenewables & environment
Health & Benefits portfolio - carriers, brokers and premium across this company's 3 health and benefits plans.
Benefits portfolio analytics
3 plans / $1.2M premiums / 583 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
SOUTHERN ENERGY MANAGEMENT, INC. 401(K) PLAN
401(k)
Assets$5.6M
Participants211
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
SOUTHERN ENERGY MANAGEMENT MEDICAL PLAN
Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$747K
Covered lives230
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502
SOUTHERN ENERGY MANAGEMENT ANCILLARY PLANS
Fully insured - GUARDIAN LIFE INSURANCE COMPANY
Premiums$221K
Covered lives170
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503
SOUTHERN ENERGY MANAGEMENT HEALTH AND WELFARE BENEFIT PLAN
Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$205K
Covered lives183
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | SOUTHERN ENERGY MANAGEMENT, INC. 401(K) PLAN | 401(k) | $5.6M | 211 | 2025 |
- #001 · 401(k) · 2025211
Health & Benefits plans
3 plans on this EIN
| 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 |
- #501 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 2024230
- #502 · Fully insured · GUARDIAN LIFE INSURANCE COMPANY · 2024170
- #503 · Mixed · THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · 2025183
Retirement plans
Health & Benefits plans