# Southern Company Services, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/southern-company-services-inc-630274273-802

> Southern Company Services, INC.'s Health & Welfare plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Southern Company Services, INC.

- **Sponsor EIN:** 630274273

- **Sponsor Address:** 30 IVAN ALLEN JR. BLVD NW, ATLANTA, GA, 303083003

- **Plan Type:** Health & Welfare

- **Plan Number:** 802

- **Total Participants:** 0

- **Total Assets:** $132.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|0|$132.5M|$18.4M|$4.4M|

| 2023|0|$119.5M|$19.9M|$4.1M|

| 2022|0|$104.3M|$18.0M|$3.0M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| BLUE CROSS AND BLUE SHIELD OF IL|Other Service Provider|$1,779,002|—|$1,779,002|

| UMR|Other Service Provider|$246,943|—|$246,943|

| CRENDENCE BLUE CROSS AND BLUE SHIEL|Other Service Provider|$141,446|—|$141,446|

| EXPRESS SCRIPTS|Other Service Provider|$134,172|—|$134,172|

| BY MELLON|Other Service Provider|$100,951|—|$100,951|

| CAREMARK,INC.|Other Service Provider|$12,039|—|$12,039|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $2,414,553

- **Estimated Expense Ratio:** 1.822% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$3,320,427|—|$2,418,311|—|—|

| 2023|$3,511,166|—|$2,620,544|—|—|

| 2022|$3,793,213|—|$2,877,265|—|$124,948|

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