2023 Form 5500 filing — Health And Welfare Plan For Retirees & Inactive Employees Of Southern Company Gas
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011170548NAL0023300401001) for Health And Welfare Plan For Retirees & Inactive Employees Of Southern Company Gas, reported by Southern Company Services, Inc. under EIN 63-0274273 and plan number 802. It reports 3,074 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$119MReported net assets$119,031,436
Participants3.1K3,074
Provider compensation$2.4M5 Schedule C row(s)$2,381,464
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011170548NAL0023300401001
- Plan sponsor
- Southern Company Services, Inc.
- EIN
- 63-0274273
- Plan number
- 802
- Location
- Atlanta, GA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$119.5M total assets
Net assets$119MLiabilities$476.8K
Full reported line items
- Total assets (EOY)
- $119,508,223
- Total liabilities (EOY)
- $476,787
- Net assets (EOY)
- $119,031,436
- Employer contributions
- $19,946,854
- Participant contributions
- $4,137,933
- Total income / additions
- $44,040,205
- Benefits paid
- $25,774,724
- Administrative expenses
- $3,511,166
- Total expenses
- $29,285,890
- Net increase / (decrease)
- $14,754,315
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross And Blue Shield Of Il | NONE | $1,804,925 | not reported in the loaded dataset |
| Umr | NONE | $260,466 | not reported in the loaded dataset |
| Crendence Blue Cross And Blue Shiel | NONE | $164,132 | not reported in the loaded dataset |
| Express Scripts | NONE | $133,866 | not reported in the loaded dataset |
| Caremark,Inc. | NONE | $18,075 | not reported in the loaded dataset |