Southern Medical Health Systems, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Southern Medical Health Systems, Inc. (EIN 63-0885975) is a plan sponsor located in Mobile, AL with 7 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
63-0885975
Location
Mobile, AL
Loaded plans
7
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Southern Medical Health Systems, Inc.

  • 7 loaded plans hold $67.6M in reported assets.
  • The largest, Southern Medical Health Systems, Inc. Employees' Retirement Savings Plan, holds 100% of this company's reported plan assets.
  • Plans cover 6,990 reported participants.
  • 1 of 7 plans report full financial statements.
  • 3 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$67.6MSummed across loaded plans$67,601,226
Total reported assets$67.6M$67,601,226
Total reported participants7K6,990
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$67.6M total assets
Net assets$67.6MLiabilities
Contributions & income
Employer contributions$1.1M
Participant contributions$3.7M
Total income / additions$15.3M
Expenses & distributions
Benefits paid / distributions$10.9M
Total expenses$11.2M
Net increase / (decrease)$4.1M

Data coverage

Plans with financial statements1 / 7 (14%)
Plans with provider compensation3 / 7 (43%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Southern Medical Health Systems, Inc. Employees' Retirement Savings Plan
Participants per plan999Average across loaded plans
Loaded plans7
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
  2. 2
    Plan #502 · 1,564 participants · 2023
  3. 3
    Southern Medical Health Systems, Inc. Dental Plannot reported in the loaded dataset
    Plan #508 · 1,240 participants · 2023
  4. 4
    Southern Medical Health Systems Inc Medical Plannot reported in the loaded dataset
    Plan #501 · 1,203 participants · 2023
  5. 5
    Southern Medical Health Systems, Inc. Vision Plannot reported in the loaded dataset
    Plan #507 · 850 participants · 2023
  6. 6
    Southern Medical Health Systems, Inc. Flex Plannot reported in the loaded dataset
    Plan #506 · 366 participants · 2023
  7. 7
    Plan #504 · 83 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Southern Medical Health Systems, Inc.. Open one for its full reported snapshot.

  1. 2023
    Southern Medical Health Systems, Inc. Vision Plan850 participants · 2No schedules
    View filing →
  2. 2023
    Southern Medical Health Systems, Inc. Flex Plan366 participants · 2No schedules
    View filing →
  3. 2023
    Southern Medical Health Systems, Inc. Life And Ad&D Plan1,564 participants · 2No schedules
    View filing →
  4. 2023
    Southern Medical Health Systems, Inc. Long Term Disability Plan83 participants · 2No schedules
    View filing →
  5. 2023
    Southern Medical Health Systems, Inc. Dental Plan1,240 participants · 2Sch C
    View filing →
  6. 2023
    Southern Medical Health Systems Inc Medical Plan1,203 participants · 2Sch C
    View filing →
  7. 2023
    Southern Medical Health Systems, Inc. Employees' Retirement Savings Plan1,684 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Southern Medical Health Systems, Inc. report on Form 5500?
Southern Medical Health Systems, Inc. (EIN 63-0885975) reports 7 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Southern Medical Health Systems, Inc.?
The Employer Identification Number (EIN) reported for Southern Medical Health Systems, Inc. is 63-0885975.
What is the latest Form 5500 filing year for Southern Medical Health Systems, Inc.?
The latest loaded Form 5500 filing year for Southern Medical Health Systems, Inc. is 2023.

Related Form 5500 pages