Open any plan below to see its carriers, broker commissions and premiums.
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Sponsor portfolioWelfare / HealthEIN 94-3429776
SOUTHERN ENERGY MANAGEMENT
5908 TRIANGLE DRIVE · RALEIGH, NC 27617
9193671381
- Plans filed
- 3
- Years active
- 2022–2025
- Industry
- NAICS 23
- Latest filing
- 2025
Total premiums (latest)
$205K
No prior year
Persons covered
183
No prior year
Total participants
187
No prior year
Plans filed
3
No prior year
Plans under this sponsor
3 plans
Plan #501$747K
SOUTHERN ENERGY MANAGEMENT MEDICAL PLAN
Fully insured230 covered·1 carrier
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #502$221K
SOUTHERN ENERGY MANAGEMENT ANCILLARY PLANS
Fully insured170 covered·1 carrier
Primary: GUARDIAN LIFE INSURANCE COMPANY
Plan #503$205K
SOUTHERN ENERGY MANAGEMENT HEALTH AND WELFARE BENEFIT PLAN
Mixed183 covered·1 carrier
Primary: THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Dental | $205K | 16.7% | |
| Vision | $205K | 16.7% | |
| Life | $205K | 16.7% | |
| Short-term disability | $205K | 16.7% | |
| Long-term disability | $205K | 16.7% | |
| Other | $205K | 16.7% |
Carrier overview
1 carrier · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 135123390 | DVLSTDLTDOth | $205K | 100.0% | 1 | 1 | 183 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | RALEIGH, NC | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $18K | $0 | $18K | 63.4% | 1 |
| 0009K726 | — | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $0 | $9K | $9K | 30.7% | 1 |
| WATCHTOWER BENEFITS, LLC | CHICAGO, IL | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $2K | $0 | $2K | 5.9% | 1 |
History & trajectory
4 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