Health And Welfare Plan For Retirees & Inactive Employees Of Southern Company Gas — 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, Health And Welfare Plan For Retirees & Inactive Employees Of Southern Company Gas is a benefit plan reported by Southern Company Services, Inc. under EIN 63-0274273 and plan number 802. The latest loaded filing year is 2023. The filing reports 3,074 participants and $119,508,223 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
- 802
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,074 | H, C | 20241011170548NAL0023300401001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $119,508,223
- Total liabilities (EOY)
- $476,787
- Net assets (EOY)
- $119,031,436
- Net assets (BOY)
- $104,277,121
Income & contributions
- Employer contributions
- $19,946,854
- Participant contributions
- $4,137,933
- Total contributions
- $24,804,004
- Total income / additions
- $44,040,205
Expenses & distributions
- Benefits paid
- $25,774,724
- Administrative expenses
- $3,511,166
- Total expenses
- $29,285,890
- Net increase / (decrease)
- $14,754,315
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross And Blue Shield Of Il | NONE | $1,804,925 | not reported in the loaded dataset | 2023 |
| Umr | NONE | $260,466 | not reported in the loaded dataset | 2023 |
| Crendence Blue Cross And Blue Shiel | NONE | $164,132 | not reported in the loaded dataset | 2023 |
| Express Scripts | NONE | $133,866 | not reported in the loaded dataset | 2023 |
| Caremark,Inc. | NONE | $18,075 | 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
- Blue Cross And Blue Shield Of Il — Schedule C compensation
- Umr — Schedule C compensation
- Crendence Blue Cross And Blue Shiel — Schedule C compensation
- Express Scripts — Schedule C compensation
- Caremark,Inc. — Schedule C compensation