2023 Form 5500 filing — Southern States Insured (Mewa) Medical And Dental Plan
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 20250226131006NAL0001907266001) for Southern States Insured (Mewa) Medical And Dental Plan, reported by Southern States Cooperative, Inc. under EIN 54-0387200 and plan number 502. It reports 607 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250226131006NAL0001907266001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Southern States Cooperative, Inc.
- EIN
- 54-0387200
- Plan number
- 502
- Location
- Richmond, VA
- Participants
- 607
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,641,176
- Total liabilities (EOY)
- $111,370
- Net assets (EOY)
- $1,529,806
- Employer contributions
- $6,694,033
- Participant contributions
- $2,587,655
- Total income / additions
- $9,549,535
- Benefits paid
- $8,709,320
- Administrative expenses
- $654,672
- Total expenses
- $9,363,992
- Net increase / (decrease)
- $185,543
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Anthem Health Plans Of Virginia Inc | INSURANCE PROVIDER | $569,591 | not reported in the loaded dataset |
| Mercer Health & Benefits LLC | NONE | $131,316 | $49,215 |
| Castlight Health Inc. | RECORDKEEPING | $59,480 | not reported in the loaded dataset |
| Vsp | RECORDKEEPING | $55,300 | not reported in the loaded dataset |
| Discovery Benefits | RECORDKEEPING | $16,350 | not reported in the loaded dataset |
| Forvis | EXTERNAL AUDITOR | $16,270 | not reported in the loaded dataset |
| Wells Fargo Bank, N.A. | TRUSTEE | $10,756 | not reported in the loaded dataset |