SOUTHERN BENEFIT ADMINISTRATORS
10 known aliases resolved via the canonical alias map
Market position · 2024
Plans served66+6 YoYRank #316 of mapped providers
Assets under administration$7.9B0.0%Market share · rank #1311
Fees received$6MMedian $52,468/planSum across Schedule C direct + indirect
Net wins YoY+25 won · 3 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical SOUTHERN BENEFIT ADMINISTRATORS plan look like?
Service mix · median fees per plan
Count of plans where SOUTHERN BENEFIT ADMINISTRATORS ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Plan Administrator; Direct payment from the planCode 14 | 51 | $50,783 | |
Other services; Contract AdministratorCode 13 | 13 | $45,894 | |
Consulting (pension); Consulting (general)Code 16 | 2 | $71,384 |
Competitor overlap
Percent of SOUTHERN BENEFIT ADMINISTRATORS's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under SOUTHERN BENEFIT ADMINISTRATORS.
| Sponsor | From | Assets |
|---|---|---|
TRUSTEES OF ELECTRICIANS LOCAL UNION NO. 606 PENSION-ANNUITY FUNDTN · 591917970-001 | FLORIDA HEALTH ADMINISTRATORS | $91M |
FLORIDA TROWEL TRADES PENSION TRUST FUNDTN · 596214171-001 | (new plan) | $57M |
TRUSTEES OF THE LOCAL UNION NO. 572 ANNUITY FUNDTN · 834459073-001 | (new plan) | $6M |
TRUSTEES OF PLASTERERS AND CEMENT MASONS LOCAL 148 DEFINED CONTRIBUTIOTN · 586098290-002 | JENKINS & ASSOCIATES | $6M |
BOARD OF TRUSTEES - PLUMBERS AND STEAMFITTERS LOCAL UNION NO. 538TN · 861903667-001 | (new plan) | $4M |
Plans lost in 2024
Appeared last year under SOUTHERN BENEFIT ADMINISTRATORS; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES - SOUTHERN ELECTRICAL RETIREMENT FUNDTN · 626125711-001 | $2.2B | 25,932 | $681,148 | 10y | - |
BOARD OF TRUSTEES OF THE SOUTHERN DISTRICT UBC DEFINED CONTRIBUTION FTN · 710851216-001 | $1.2B | 51,643 | $528,436 | 6y | - |
BOARD OF TRUSTEES - TRI-STATE CARPENTERS AND JOINERS PENSIONTN · 620976048-001 | $452M | 5,492 | $381,982 | 9y | - |
IBEW LOCAL 16, AFL-CIO & MULTI- EMPLOYER PENSION PLANTN · 351488049-001 | $434M | 2,331 | $99,826 | 10y | - |
TRUSTEES OF JACKSONVILLE PLUMBERS AND PIPEFITTERSTN · 596168181-001 | $288M | 1,915 | $122,250 | 8y | - |
BOARD OF TRUSTEES - MIDWEST PIPE TRADES RETIREMENT PLANTN · 311272447-001 | $222M | 1,893 | $84,843 | 10y | - |
TRUSTEES OF PLUMBERS AND PIPEFITTERS LOCAL UNION NO. 572 PENSION FUNDTN · 626102837-001 | $212M | 2,600 | $136,157 | 8y | - |
TRUSTEES - U. A. LOCAL UNION NO. 614 PENSION PLANTN · 626085904-001 | $204M | 1,978 | $75,400 | 10y | - |
SHEET METAL WORKERS LOCAL 85 PENSION FUNDTN · 586084968-001 | $187M | 2,148 | $93,753 | 10y | - |
IRON WORKERS DISTRICT COUNCIL OF TN VALLEY & VICINITY PENSION PLANTN · 626098036-001 | $184M | 3,203 | $110,482 | 7y | - |
Flag exposure
84.8%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (10)
Raw Schedule C names collapsed into SOUTHERN BENEFIT ADMINISTRATORS.
- SOUTHER BENEFIT ADMINISTRATOR
- SOUTHERN BENEFIT ADMININSTRATORS
- SOUTHERN BENEFIT ADMINISTRATOR
- SOUTHERN BENEFIT ADMINISTRATORS
- SOUTHERN BENEFIT ADMINISTRATORS INC
- SOUTHERN BENEFITS
- SOUTHERN BENEFITS ADMINISTRATOR
- SOUTHERN BENEFITS ADMINISTRATORS
- SOUTHERN BENEFITS ADMINISTRATORS IN
- SOUTHERN BENEFITS ADMINSTRATORS
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for SOUTHERN BENEFIT ADMINISTRATORS's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 9 | 13.64% | 7.76% | +5.87 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with SOUTHERN BENEFIT ADMINISTRATORS. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).