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Sponsor portfolioWelfare / HealthEIN 63-0288868
SOUTHERN RESEARCH INSTITUTE
2000 NINTH AVENUE SOUTH · BIRMINGHAM, AL 35205
2055812000
- Plans filed
- 3
- Years active
- 2015–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$2.3M
No prior year
Persons covered
327
No prior year
Total participants
210
No prior year
Plans filed
3
No prior year
Plans under this sponsor
3 plans
Plan #501$2.3M
SOUTHERN RESEARCH INSTITUTE WELFARE BENEFITS PLAN
Mixed327 covered·5 carriers
Primary: BLUE CROSS AND BLUE SHIELD OF ALABAMA
Plan #502$433K
SOUTHERN RESEARCH INSTITUTE FULLY INSURED WELFARE BENEFITS PLAN
Fully insured0 covered·6 carriers
Primary: LINCOLN LIFE ASSURANCE COMPANY OF BOSTON
Plan #513$0
SOUTHERN RESEARCH INSTITUTE VEBA
Self-funded0 covered·0 carriers
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $2.1M | 30.7% | |
| Dental | $2.1M | 30.7% | |
| Prescription drug | $2.1M | 30.7% | |
| Other | $180K | 2.6% | |
| Life | $169K | 2.4% | |
| Long-term disability | $169K | 2.4% | |
| Vision | $25K | 0.4% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 122345678 | HRxDOth | $2.1M | 91.4% | 1 | 2 | 327 |
EIN 350472300 | LLTDOth | $169K | 7.3% | 1 | 1 | 193 |
EIN 061227840 | V | $25K | 1.1% | 1 | 1 | 150 |
EIN 222342710 | Oth | $5K | 0.2% | 1 | 1 | 17 |
EIN 131963496 | Oth | $2K | 0.1% | 1 | 1 | 185 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC | ATLANTA, GA | METROPOLITAN GENERAL INSURANCE COMPANY, LINCOLN NATIONAL LIFE INSURANCE COMPANY, VISION SERVICE PLAN | $26K | $2K | $28K | 98.1% | 1 |
| WILLIS TOWERS WATSON US LLC | NEW YORK, NY | FEDERAL INSURANCE COMPANY | $556 | $0 | $556 | 1.9% | 1 |
History & trajectory
11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan