Southern States Insured (Mewa) Medical And Dental Plan — Form 5500 plan (Southern States Cooperative, 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, Southern States Insured (Mewa) Medical And Dental Plan is a benefit plan reported by Southern States Cooperative, Inc. under EIN 54-0387200 and plan number 502. The latest loaded filing year is 2023. The filing reports 607 participants and $1,641,176 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southern States Cooperative, Inc.
- EIN
- 54-0387200
- Plan number
- 502
- Plan type
- 3
- Location
- Richmond, VA
- Latest filing year
- 2023
- Participants
- 607
- End-of-year plan assets
- $1,641,176
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 607 | H, C | 20250226131006NAL0001907266001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,641,176
- Total liabilities (EOY)
- $111,370
- Net assets (EOY)
- $1,529,806
- Net assets (BOY)
- $1,344,263
Income & contributions
- Employer contributions
- $6,694,033
- Participant contributions
- $2,587,655
- Total contributions
- $9,468,031
- Total income / additions
- $9,549,535
Expenses & distributions
- Benefits paid
- $8,709,320
- Administrative expenses
- $654,672
- Total expenses
- $9,363,992
- Net increase / (decrease)
- $185,543
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Anthem Health Plans Of Virginia Inc | INSURANCE PROVIDER | $569,591 | not reported in the loaded dataset | 2023 |
| Mercer Health & Benefits LLC | NONE | $131,316 | $49,215 | 2023 |
| Castlight Health Inc. | RECORDKEEPING | $59,480 | not reported in the loaded dataset | 2023 |
| Vsp | RECORDKEEPING | $55,300 | not reported in the loaded dataset | 2023 |
| Discovery Benefits | RECORDKEEPING | $16,350 | not reported in the loaded dataset | 2023 |
| Forvis | EXTERNAL AUDITOR | $16,270 | not reported in the loaded dataset | 2023 |
| Wells Fargo Bank, N.A. | TRUSTEE | $10,756 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Southern States Cooperative, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Richmond, VA
- Anthem Health Plans Of Virginia Inc — Schedule C compensation
- Mercer Health & Benefits LLC — Schedule C compensation
- Castlight Health Inc. — Schedule C compensation
- Vsp — Schedule C compensation
- Discovery Benefits — Schedule C compensation
- Forvis — Schedule C compensation
- Wells Fargo Bank, N.A. — Schedule C compensation