The Southeast Permanente Medical Group, Inc.
Overview
The Southeast Permanente Medical Group, Inc. sponsors a self-funded health plan that covered 983 participants in plan year 2025, down 10% from the prior year. The plan year starts in January. Alongside medical, its benefits filing reports vision, death benefits.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 983 · prior year 1,096
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- The Southeast Permanente Medical Group, Inc. Supplemental Behavioral Health, plan 501 (983 participants)
- Broker compensation
- $512K 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 |
|---|---|---|---|---|
| Unum Life Insurance Company of America | Life, Short-term disability, Long-term disability, Flex Ltd, Flex STD | 1,240 | $4.7M | $483K |
| Kaiser Foundation Health Plan of Georgia, Inc. | Medical, HMO | 3,740 | $502K | — |
| Provident Life and Accident Insurance Company | Life | 254 | $122K | $29K |
| Guardian | Dental | 1,209 | $58K | — |
| Acentra Health | Employee Assistance Program | 1,358 | $27K | — |
| Metropolitan Life Insurance Company | BTA | 1,228 | $394 | — |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 983 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
- The Southeast Permanente Medical Group, Inc.
- Sponsor EIN
- 58-1635081
- Plan number
- 501
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 58-1635081 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Kaiser Permanente Physicians and Employees Retirement Plan
- Type
- Pension plan
- Participants
- 1,755
About this data
Source: The Southeast Permanente Medical Group, Inc.'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 The Southeast Permanente Medical Group, Inc..