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
Money in vs. money out
Total income / additions$31.1M
Total expenses$12.2M
Benefits paid / distributions$11.9M
Contributions
Employer$6M
ParticipantNot reported
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)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Lazard Asset ManagementNONE$59,406not reported in the loaded dataset
Bank Of New York MellonTRUSTEE$55,592not reported in the loaded dataset
Invesco AdvisorsNONE$54,883not reported in the loaded dataset
Deprince, Race And ZolloNONE$51,291not reported in the loaded dataset
Aberdeen Asset MgmtNONE$42,336not reported in the loaded dataset
Lcg AssociatesNONE$15,103not reported in the loaded dataset
AonNONE$13,595not reported in the loaded dataset
Troutman Sanders LlpNONE$6,000not reported in the loaded dataset

Related Form 5500 pages