Plan5500

Southern Company Services, Inc. Health Care Plan For Retirees — 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, Southern Company Services, Inc. Health Care Plan For Retirees is a benefit plan reported by Southern Company Services, Inc. under EIN 63-0274273 and plan number 608. The latest loaded filing year is 2023. The filing reports 16,402 participants and $363,218,807 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$360.4MPlan net assets, end of year$360,435,144
Participants16.4KCovered participants reported16,402
Assets / participant$22.1KComputed: assets ÷ participants$22,145 (computed)
Provider compensation$1.5M3 Schedule C provider row(s)$1,524,848
Plan sponsor
Southern Company Services, Inc.
EIN
63-0274273
Plan number
608
Plan type
2
Location
Atlanta, GA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    16,402 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$363.2M total assets
Net assets$360.4MLiabilities$2.8M
Money in vs. money out
Total income / additions$165M
Total expenses$118.7M
Benefits paid / distributions$117M
Contributions
Employer$77.3M
Participant$40.1M
Full reported line items

Net assets

Total assets (EOY)
$363,218,807
Total liabilities (EOY)
$2,783,663
Net assets (EOY)
$360,435,144
Net assets (BOY)
$314,120,192

Income & contributions

Employer contributions
$77,311,891
Participant contributions
$40,116,780
Total contributions
$121,646,136
Total income / additions
$164,965,759

Expenses & distributions

Benefits paid
$116,992,893
Administrative expenses
$1,657,914
Total expenses
$118,650,807
Net increase / (decrease)
$46,314,952
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 66%Participant 34%
Total expenses ÷ net assets33%Computed ratio
Benefits paid ÷ total income71%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Credence Ble Cross And Blue Shield$1.4M
    N/A · Direct $1.4M
  2. 2
    Caremark (Cvs)$77.2K
    N/A · Direct $77.2K
  3. 3
    Viva Health Administration, LLC$12.5K
    N/A · Direct $12.5K

What to inspect next

Frequently asked questions

Who sponsors the Southern Company Services, Inc. Health Care Plan For Retirees?
Southern Company Services, Inc. Health Care Plan For Retirees is reported as sponsored by Southern Company Services, Inc. (EIN 63-0274273, plan number 608) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Southern Company Services, Inc. Health Care Plan For Retirees?
The latest Form 5500 filing year loaded for Southern Company Services, Inc. Health Care Plan For Retirees is 2023.
How many participants does Southern Company Services, Inc. Health Care Plan For Retirees report?
Southern Company Services, Inc. Health Care Plan For Retirees reports 16,402 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Southern Company Services, Inc. Health Care Plan For Retirees?
Southern Company Services, Inc. Health Care Plan For Retirees reports $363,218,807 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages