SOUTHERN MANAGEMENT COMPANIES LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SOUTHERN MANAGEMENT CORPORATION GL-21157-5
| Measure | Date | Value |
|---|
| 2017: SOUTHERN MANAGEMENT CORPORATION GL-21157-5 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-05-01 | 1,450 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-05-01 | 1,525 |
| Total of all active and inactive participants | 2017-05-01 | 1,525 |
| Total participants | 2017-05-01 | 1,525 |
| 2016: SOUTHERN MANAGEMENT CORPORATION GL-21157-5 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-05-01 | 1,395 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-05-01 | 1,450 |
| Total of all active and inactive participants | 2016-05-01 | 1,450 |
| Total participants | 2016-05-01 | 1,450 |
| 2015: SOUTHERN MANAGEMENT CORPORATION GL-21157-5 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-05-01 | 1,385 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-05-01 | 1,395 |
| Total of all active and inactive participants | 2015-05-01 | 1,395 |
| Total participants | 2015-05-01 | 0 |
| 2014: SOUTHERN MANAGEMENT CORPORATION GL-21157-5 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-05-01 | 1,248 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-05-01 | 1,385 |
| Total of all active and inactive participants | 2014-05-01 | 1,385 |
| Total participants | 2014-05-01 | 0 |
| 2013: SOUTHERN MANAGEMENT CORPORATION GL-21157-5 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-05-01 | 1,192 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-05-01 | 1,248 |
| Total of all active and inactive participants | 2013-05-01 | 1,248 |
| Total participants | 2013-05-01 | 0 |
| 2012: SOUTHERN MANAGEMENT CORPORATION GL-21157-5 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-05-01 | 1,171 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-05-01 | 1,192 |
| Total of all active and inactive participants | 2012-05-01 | 1,192 |
| Total participants | 2012-05-01 | 0 |
| 2011: SOUTHERN MANAGEMENT CORPORATION GL-21157-5 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-05-01 | 1,114 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-05-01 | 1,171 |
| Total of all active and inactive participants | 2011-05-01 | 1,171 |
| Total participants | 2011-05-01 | 1,171 |
| 2010: SOUTHERN MANAGEMENT CORPORATION GL-21157-5 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-05-01 | 1,098 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-05-01 | 1,114 |
| Total of all active and inactive participants | 2010-05-01 | 1,114 |
| Total participants | 2010-05-01 | 1,114 |
| 2009: SOUTHERN MANAGEMENT CORPORATION GL-21157-5 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-05-01 | 1,075 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-05-01 | 1,098 |
| Total of all active and inactive participants | 2009-05-01 | 1,098 |
| Total participants | 2009-05-01 | 1,098 |
| 2017: SOUTHERN MANAGEMENT CORPORATION GL-21157-5 2017 form 5500 responses |
|---|
| 2017-05-01 | Type of plan entity | Single employer plan |
| 2017-05-01 | This submission is the final filing | Yes |
| 2017-05-01 | Plan funding arrangement – Insurance | Yes |
| 2017-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: SOUTHERN MANAGEMENT CORPORATION GL-21157-5 2016 form 5500 responses |
|---|
| 2016-05-01 | Type of plan entity | Single employer plan |
| 2016-05-01 | Plan funding arrangement – Insurance | Yes |
| 2016-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: SOUTHERN MANAGEMENT CORPORATION GL-21157-5 2015 form 5500 responses |
|---|
| 2015-05-01 | Type of plan entity | Single employer plan |
| 2015-05-01 | Plan funding arrangement – Insurance | Yes |
| 2015-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: SOUTHERN MANAGEMENT CORPORATION GL-21157-5 2014 form 5500 responses |
|---|
| 2014-05-01 | Type of plan entity | Single employer plan |
| 2014-05-01 | Plan funding arrangement – Insurance | Yes |
| 2014-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: SOUTHERN MANAGEMENT CORPORATION GL-21157-5 2013 form 5500 responses |
|---|
| 2013-05-01 | Type of plan entity | Single employer plan |
| 2013-05-01 | Plan funding arrangement – Insurance | Yes |
| 2013-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: SOUTHERN MANAGEMENT CORPORATION GL-21157-5 2012 form 5500 responses |
|---|
| 2012-05-01 | Type of plan entity | Single employer plan |
| 2012-05-01 | Plan funding arrangement – Insurance | Yes |
| 2012-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: SOUTHERN MANAGEMENT CORPORATION GL-21157-5 2011 form 5500 responses |
|---|
| 2011-05-01 | Type of plan entity | Single employer plan |
| 2011-05-01 | Plan funding arrangement – Insurance | Yes |
| 2011-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2010: SOUTHERN MANAGEMENT CORPORATION GL-21157-5 2010 form 5500 responses |
|---|
| 2010-05-01 | Type of plan entity | Single employer plan |
| 2010-05-01 | Plan funding arrangement – Insurance | Yes |
| 2010-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: SOUTHERN MANAGEMENT CORPORATION GL-21157-5 2009 form 5500 responses |
|---|
| 2009-05-01 | Type of plan entity | Single employer plan |
| 2009-05-01 | Plan funding arrangement – Insurance | Yes |
| 2009-05-01 | Plan benefit arrangement – Insurance | Yes |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | NS479 |
| Policy instance | 1 |
| Insurance contract or identification number | NS479 | | Number of Individuals Covered | 1525 | | Insurance policy start date | 2017-05-01 | | Insurance policy end date | 2018-04-30 | | Total amount of commissions paid to insurance broker | USD $20,957 | | Life Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $18,228 | | Insurance broker organization code? | 3 | | Insurance broker name | GALLAGHER BENEFIT SERVICES INC |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | NS479 |
| Policy instance | 1 |
| Insurance contract or identification number | NS479 | | Number of Individuals Covered | 1395 | | Insurance policy start date | 2015-05-01 | | Insurance policy end date | 2016-04-30 | | Total amount of commissions paid to insurance broker | USD $17,436 | | Total amount of fees paid to insurance company | USD $4,563 | | Life Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $17,436 | | Amount paid for insurance broker fees | 4563 | | Additional information about fees paid to insurance broker | BROKER FEES | | Insurance broker organization code? | 3 | | Insurance broker name | GALLAGHER BENEFIT SERVICES INC |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | NS479 |
| Policy instance | 1 |
| Insurance contract or identification number | NS479 | | Number of Individuals Covered | 1385 | | Insurance policy start date | 2014-05-01 | | Insurance policy end date | 2015-04-30 | | Total amount of commissions paid to insurance broker | USD $13,883 | | Total amount of fees paid to insurance company | USD $17,867 | | Life Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $13,883 | | Amount paid for insurance broker fees | 17867 | | Additional information about fees paid to insurance broker | BROKER FEES | | Insurance broker organization code? | 3 | | Insurance broker name | GALLAGHER BENEFIT SERVICES INC |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | NS479 |
| Policy instance | 1 |
| Insurance contract or identification number | NS479 | | Number of Individuals Covered | 1248 | | Insurance policy start date | 2013-05-01 | | Insurance policy end date | 2014-04-30 | | Total amount of commissions paid to insurance broker | USD $12,211 | | Total amount of fees paid to insurance company | USD $873 | | Life Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $12,211 | | Amount paid for insurance broker fees | 873 | | Additional information about fees paid to insurance broker | BROKER FEES | | Insurance broker organization code? | 3 | | Insurance broker name | INDEPENDENT BENEFIT SERVICES INC |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | NS479 |
| Policy instance | 1 |
| Insurance contract or identification number | NS479 | | Number of Individuals Covered | 1192 | | Insurance policy start date | 2012-05-01 | | Insurance policy end date | 2013-04-30 | | Total amount of commissions paid to insurance broker | USD $13,831 | | Total amount of fees paid to insurance company | USD $3,390 | | Life Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $13,831 | | Amount paid for insurance broker fees | 3390 | | Additional information about fees paid to insurance broker | BROKER FEES | | Insurance broker organization code? | 3 | | Insurance broker name | INDEPENDENT BENEFIT SERVICES INC |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010091150-00 |
| Policy instance | 1 |
| Insurance contract or identification number | 000010091150-00 | | Insurance policy start date | 2011-05-01 | | Insurance policy end date | 2012-04-30 | | Total amount of commissions paid to insurance broker | USD $8,918 | | Total amount of fees paid to insurance company | USD $3,303 | | Life Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010091150-00 |
| Policy instance | 1 |
| Insurance contract or identification number | 000010091150-00 | | Number of Individuals Covered | 1114 | | Insurance policy start date | 2010-05-01 | | Insurance policy end date | 2011-04-30 | | Total amount of commissions paid to insurance broker | USD $9,894 | | Total amount of fees paid to insurance company | USD $2,475 | | Life Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $9,894 | | Amount paid for insurance broker fees | 2475 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 | | Insurance broker name | INDEPENDENT BENEFIT SERVICES INC |
|
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