Retiree Group Life Insurance Plan For Southern Company Services, Inc. — Form 5500 plan (Southern Company Services, Inc.)
Plain-English plan 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, Retiree Group Life Insurance Plan For Southern Company Services, Inc. is a benefit plan reported by Southern Company Services, Inc. under EIN 63-0274273 and plan number 518. The latest loaded filing year is 2023. The filing reports 16,534 participants and $214,321,663 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southern Company Services, Inc.
- EIN
- 63-0274273
- Plan number
- 518
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 16,534
- End-of-year plan assets
- $214,321,663
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 16,534 | H, C | 20241011170650NAL0011214051001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $214,321,663
- Total liabilities (EOY)
- $27,326
- Net assets (EOY)
- $214,294,337
- Net assets (BOY)
- $195,343,542
Income & contributions
- Employer contributions
- $5,993,172
- Total contributions
- $5,993,172
- Total income / additions
- $31,111,792
Expenses & distributions
- Benefits paid
- $11,852,420
- Administrative expenses
- $308,577
- Total expenses
- $12,160,997
- Net increase / (decrease)
- $18,950,795
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lazard Asset Management | NONE | $59,406 | not reported in the loaded dataset | 2023 |
| Bank Of New York Mellon | TRUSTEE | $55,592 | not reported in the loaded dataset | 2023 |
| Invesco Advisors | NONE | $54,883 | not reported in the loaded dataset | 2023 |
| Deprince, Race And Zollo | NONE | $51,291 | not reported in the loaded dataset | 2023 |
| Aberdeen Asset Mgmt | NONE | $42,336 | not reported in the loaded dataset | 2023 |
| Lcg Associates | NONE | $15,103 | not reported in the loaded dataset | 2023 |
| Aon | NONE | $13,595 | not reported in the loaded dataset | 2023 |
| Troutman Sanders Llp | NONE | $6,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Southern Company Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- Lazard Asset Management — Schedule C compensation
- Bank Of New York Mellon — Schedule C compensation
- Invesco Advisors — Schedule C compensation
- Deprince, Race And Zollo — Schedule C compensation
- Aberdeen Asset Mgmt — Schedule C compensation
- Lcg Associates — Schedule C compensation
- Aon — Schedule C compensation
- Troutman Sanders Llp — Schedule C compensation