Southern Management Companies, LLC
Overview
Southern Management Companies, LLC sponsors a self-funded health plan that covered 1,153 participants in plan year 2025, about the same as the prior year. The plan year starts in May. Alongside medical, its benefits filing reports life insurance, dental, vision, short-term disability, and more.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 1,153 · prior year 1,150
- Plan year
- Begins May 1 · next renewal May 2027
- Health plans filed
- Southern Management Companies, LLC Health and Welfare Plan, plan 507 (1,153 participants)
- Broker compensation
- $198K across insured contracts
Insurance carriers
Insured coverage reported on Schedule A. Self-funded medical claims aren't reported there.
| Carrier | Coverage | Covered | Premium | Broker comp |
|---|---|---|---|---|
| The Guardian Life Insurance Company of America | Dental, Vision, Life, Short-term disability, Long-term disability | 1,088 | $1.2M | $198K |
| Curalinc Healthcare | Employee Assistance Program | 1,088 | — | — |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 1,153 participants × $2,371 national average per member. Usually higher once dependents are counted.
Typical savings opportunity found in independent reviews of plans this size.
Form 5500 filing details
- Filing
- Form 5500 with Schedule A, plan year 2025
- Plan sponsor
- Southern Management Companies, LLC
- Sponsor EIN
- 52-1223227
- Plan number
- 507
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 52-1223227 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Southern Management Companies LLC 401(k) Savings Plan
- Type
- 401(k) plan
- Participants
- 2,818
About this data
Source: Southern Management Companies, LLC's Form 5500 filing for plan year 2025 and its Schedule A insurance reports, published by the U.S. Department of Labor. "Self-funded" means the filing reports benefits paid from employer assets or a trust, with no medical insurance contract or with a stop-loss contract. Pharmacy figures are StreamRX estimates based on national averages. StreamRX is not affiliated with Southern Management Companies, LLC.