2023 Form 5500 filing — Southern Company Services, Inc. Health Care Plan For Retirees
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 20241011170811NAL0011215059001) for Southern Company Services, Inc. Health Care Plan For Retirees, reported by Southern Company Services, Inc. under EIN 63-0274273 and plan number 608. It reports 16,402 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011170811NAL0011215059001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southern Company Services, Inc.
- EIN
- 63-0274273
- Plan number
- 608
- Location
- Atlanta, GA
- Participants
- 16,402
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $363,218,807
- Total liabilities (EOY)
- $2,783,663
- Net assets (EOY)
- $360,435,144
- Employer contributions
- $77,311,891
- Participant contributions
- $40,116,780
- Total income / additions
- $164,965,759
- Benefits paid
- $116,992,893
- Administrative expenses
- $1,657,914
- Total expenses
- $118,650,807
- Net increase / (decrease)
- $46,314,952
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Credence Ble Cross And Blue Shield | N/A | $1,435,237 | not reported in the loaded dataset |
| Caremark (Cvs) | N/A | $77,159 | not reported in the loaded dataset |
| Viva Health Administration, LLC | N/A | $12,452 | not reported in the loaded dataset |