2023 Form 5500 filing — Retiree Group Life Insurance Plan For Southern Company Services, Inc.
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 20241011170650NAL0011214051001) for Retiree Group Life Insurance Plan For Southern Company Services, Inc., reported by Southern Company Services, Inc. under EIN 63-0274273 and plan number 518. It reports 16,534 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)$214.3MReported net assets$214,294,337
Participants16.5K16,534
Provider compensation$298.2K8 Schedule C row(s)$298,206
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011170650NAL0011214051001
- Plan sponsor
- Southern Company Services, Inc.
- EIN
- 63-0274273
- Plan number
- 518
- 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)$214.3M total assets
Net assets$214.3MLiabilities$27.3K
Full reported line items
- Total assets (EOY)
- $214,321,663
- Total liabilities (EOY)
- $27,326
- Net assets (EOY)
- $214,294,337
- Employer contributions
- $5,993,172
- Total income / additions
- $31,111,792
- Benefits paid
- $11,852,420
- Administrative expenses
- $308,577
- Total expenses
- $12,160,997
- Net increase / (decrease)
- $18,950,795
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lazard Asset Management | NONE | $59,406 | not reported in the loaded dataset |
| Bank Of New York Mellon | TRUSTEE | $55,592 | not reported in the loaded dataset |
| Invesco Advisors | NONE | $54,883 | not reported in the loaded dataset |
| Deprince, Race And Zollo | NONE | $51,291 | not reported in the loaded dataset |
| Aberdeen Asset Mgmt | NONE | $42,336 | not reported in the loaded dataset |
| Lcg Associates | NONE | $15,103 | not reported in the loaded dataset |
| Aon | NONE | $13,595 | not reported in the loaded dataset |
| Troutman Sanders Llp | NONE | $6,000 | not reported in the loaded dataset |