SOUTHERN COMPANY SERVICES, INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE SOUTHERN COMPANY PENSION PLAN
| Measure | Date | Value |
|---|
| 2023 : THE SOUTHERN COMPANY PENSION PLAN 2023 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-12-31 | $491,545,154 |
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $491,545,154 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $504,056,130 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $229,202,912 |
| Total income from all sources (including contributions) | 2023-12-31 | $1,289,300,297 |
| Total loss/gain on sale of assets | 2023-12-31 | $212,348,262 |
| Total of all expenses incurred | 2023-12-31 | $789,285,194 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $704,113,454 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $0 |
| Value of total assets at end of year | 2023-12-31 | $15,596,954,837 |
| Value of total assets at beginning of year | 2023-12-31 | $14,822,086,516 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $85,171,740 |
| Total interest from all sources | 2023-12-31 | $130,984,140 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $163,454,104 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $31,615,895 |
| Assets. Real estate other than employer real property at end of year | 2023-12-31 | $305,342,562 |
| Assets. Real estate other than employer real property at beginning of year | 2023-12-31 | $240,832,184 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2023-12-31 | $17,410,854 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2023-12-31 | $16,843,840 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $50,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2023-12-31 | $122,946,523 |
| Assets. Other investments not covered elsewhere at beginning of year | 2023-12-31 | $101,161,760 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-12-31 | $422,111,429 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-12-31 | $184,511,443 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2023-12-31 | $504,056,130 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-12-31 | $229,202,912 |
| Other income not declared elsewhere | 2023-12-31 | $-221,669 |
| Administrative expenses (other) incurred | 2023-12-31 | $21,955,443 |
| Total non interest bearing cash at end of year | 2023-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2023-12-31 | $37,555,438 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $500,015,103 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $15,092,898,707 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $14,592,883,604 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2023-12-31 | $2,149,531,960 |
| Assets. partnership/joint venture interests at beginning of year | 2023-12-31 | $1,974,574,855 |
| Investment advisory and management fees | 2023-12-31 | $62,596,284 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $2,017,265,900 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $2,532,448,521 |
| Value of interest in pooled separate accounts at end of year | 2023-12-31 | $225,942,182 |
| Value of interest in pooled separate accounts at beginning of year | 2023-12-31 | $297,932,485 |
| Interest earned on other investments | 2023-12-31 | $2,288,604 |
| Income. Interest from US Government securities | 2023-12-31 | $38,209,222 |
| Income. Interest from corporate debt instruments | 2023-12-31 | $85,717,307 |
| Value of interest in common/collective trusts at end of year | 2023-12-31 | $1,886,895,302 |
| Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $1,636,226,659 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-12-31 | $380,981,961 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-12-31 | $411,465,234 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-12-31 | $411,465,234 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-12-31 | $4,769,007 |
| Asset value of US Government securities at end of year | 2023-12-31 | $1,922,294,905 |
| Asset value of US Government securities at beginning of year | 2023-12-31 | $1,410,454,451 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $45,024,793 |
| Net investment gain/loss from pooled separate accounts | 2023-12-31 | $17,127,909 |
| Net investment gain or loss from common/collective trusts | 2023-12-31 | $170,396,682 |
| Net gain/loss from 103.12 investment entities | 2023-12-31 | $58,640,922 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Income. Dividends from preferred stock | 2023-12-31 | $605,231 |
| Income. Dividends from common stock | 2023-12-31 | $131,232,978 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $704,113,454 |
| Asset. Corporate debt instrument debt (other) at end of year | 2023-12-31 | $1,796,870,336 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2023-12-31 | $1,564,102,969 |
| Contract administrator fees | 2023-12-31 | $620,013 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2023-12-31 | $4,349,360,923 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2023-12-31 | $4,413,976,677 |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | Yes |
| Aggregate proceeds on sale of assets | 2023-12-31 | $8,471,186,077 |
| Aggregate carrying amount (costs) on sale of assets | 2023-12-31 | $8,258,837,815 |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | WARREN AVERETT |
| Accountancy firm EIN | 2023-12-31 | 454084437 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-01-01 | $491,545,154 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $491,545,154 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $504,056,130 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $229,202,912 |
| Total income from all sources (including contributions) | 2023-01-01 | $1,289,300,297 |
| Total loss/gain on sale of assets | 2023-01-01 | $212,348,262 |
| Total of all expenses incurred | 2023-01-01 | $789,285,194 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $704,113,454 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $0 |
| Value of total assets at end of year | 2023-01-01 | $15,596,954,837 |
| Value of total assets at beginning of year | 2023-01-01 | $14,822,086,516 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $85,171,740 |
| Total interest from all sources | 2023-01-01 | $130,984,140 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $163,454,104 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $31,615,895 |
| Assets. Real estate other than employer real property at end of year | 2023-01-01 | $305,342,562 |
| Assets. Real estate other than employer real property at beginning of year | 2023-01-01 | $240,832,184 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2023-01-01 | $17,410,854 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2023-01-01 | $16,843,840 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $50,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Assets. Other investments not covered elsewhere at end of year | 2023-01-01 | $122,946,523 |
| Assets. Other investments not covered elsewhere at beginning of year | 2023-01-01 | $101,161,760 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-01-01 | $422,111,429 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-01-01 | $184,511,443 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2023-01-01 | $504,056,130 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-01-01 | $229,202,912 |
| Other income not declared elsewhere | 2023-01-01 | $-221,669 |
| Administrative expenses (other) incurred | 2023-01-01 | $21,955,443 |
| Total non interest bearing cash at end of year | 2023-01-01 | $0 |
| Total non interest bearing cash at beginning of year | 2023-01-01 | $37,555,438 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $500,015,103 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $15,092,898,707 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $14,592,883,604 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Assets. partnership/joint venture interests at end of year | 2023-01-01 | $2,149,531,960 |
| Assets. partnership/joint venture interests at beginning of year | 2023-01-01 | $1,974,574,855 |
| Investment advisory and management fees | 2023-01-01 | $62,596,284 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $2,017,265,900 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $2,532,448,521 |
| Value of interest in pooled separate accounts at end of year | 2023-01-01 | $225,942,182 |
| Value of interest in pooled separate accounts at beginning of year | 2023-01-01 | $297,932,485 |
| Interest earned on other investments | 2023-01-01 | $2,288,604 |
| Income. Interest from US Government securities | 2023-01-01 | $38,209,222 |
| Income. Interest from corporate debt instruments | 2023-01-01 | $85,717,307 |
| Value of interest in common/collective trusts at end of year | 2023-01-01 | $1,886,895,302 |
| Value of interest in common/collective trusts at beginning of year | 2023-01-01 | $1,636,226,659 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-01-01 | $380,981,961 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-01-01 | $4,769,007 |
| Asset value of US Government securities at end of year | 2023-01-01 | $1,922,294,905 |
| Asset value of US Government securities at beginning of year | 2023-01-01 | $1,410,454,451 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $45,024,793 |
| Net investment gain/loss from pooled separate accounts | 2023-01-01 | $17,127,909 |
| Net investment gain or loss from common/collective trusts | 2023-01-01 | $170,396,682 |
| Net gain/loss from 103.12 investment entities | 2023-01-01 | $58,640,922 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Income. Dividends from preferred stock | 2023-01-01 | $605,231 |
| Income. Dividends from common stock | 2023-01-01 | $131,232,978 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $704,113,454 |
| Asset. Corporate debt instrument debt (other) at end of year | 2023-01-01 | $1,796,870,336 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2023-01-01 | $1,564,102,969 |
| Contract administrator fees | 2023-01-01 | $620,013 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2023-01-01 | $4,349,360,923 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2023-01-01 | $4,413,976,677 |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | Yes |
| Aggregate proceeds on sale of assets | 2023-01-01 | $8,471,186,077 |
| Aggregate carrying amount (costs) on sale of assets | 2023-01-01 | $8,258,837,815 |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | WARREN AVERETT |
| Accountancy firm EIN | 2023-01-01 | 454084437 |
| 2022 : THE SOUTHERN COMPANY PENSION PLAN 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2022-12-31 | $-1,419,339,182 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-155,269,527 |
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-1,574,608,709 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $229,202,912 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $188,925,869 |
| Total income from all sources (including contributions) | 2022-12-31 | $-2,516,538,454 |
| Total loss/gain on sale of assets | 2022-12-31 | $-654,269,960 |
| Total of all expenses incurred | 2022-12-31 | $725,244,169 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $642,251,908 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $0 |
| Value of total assets at end of year | 2022-12-31 | $14,822,086,516 |
| Value of total assets at beginning of year | 2022-12-31 | $18,023,592,096 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $82,992,261 |
| Total interest from all sources | 2022-12-31 | $151,478,860 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $170,291,303 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $25,170,008 |
| Assets. Real estate other than employer real property at end of year | 2022-12-31 | $240,832,184 |
| Assets. Real estate other than employer real property at beginning of year | 2022-12-31 | $1,412,135,034 |
| Administrative expenses professional fees incurred | 2022-12-31 | $2,074,036 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2022-12-31 | $16,843,840 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2022-12-31 | $18,366,528 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $50,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $101,161,760 |
| Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $50,852,297 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $184,511,443 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $137,253,258 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $229,202,912 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $188,925,869 |
| Other income not declared elsewhere | 2022-12-31 | $-3,816 |
| Administrative expenses (other) incurred | 2022-12-31 | $5,673,984 |
| Total non interest bearing cash at end of year | 2022-12-31 | $37,555,438 |
| Total non interest bearing cash at beginning of year | 2022-12-31 | $31,659,835 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-3,241,782,623 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $14,592,883,604 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $17,834,666,227 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2022-12-31 | $1,974,574,855 |
| Assets. partnership/joint venture interests at beginning of year | 2022-12-31 | $1,961,800,950 |
| Investment advisory and management fees | 2022-12-31 | $71,454,878 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $2,532,448,521 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $2,061,412,173 |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $297,932,485 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $313,607,365 |
| Interest earned on other investments | 2022-12-31 | $53,137,067 |
| Income. Interest from US Government securities | 2022-12-31 | $22,288,793 |
| Income. Interest from corporate debt instruments | 2022-12-31 | $72,311,237 |
| Value of interest in common/collective trusts at end of year | 2022-12-31 | $1,636,226,659 |
| Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $2,508,329,828 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $411,465,234 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $417,141,882 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $417,141,882 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $3,741,763 |
| Asset value of US Government securities at end of year | 2022-12-31 | $1,410,454,451 |
| Asset value of US Government securities at beginning of year | 2022-12-31 | $1,199,709,384 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-72,464,033 |
| Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-67,244,241 |
| Net investment gain or loss from common/collective trusts | 2022-12-31 | $-421,207,077 |
| Net gain/loss from 103.12 investment entities | 2022-12-31 | $-48,510,781 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Income. Dividends from preferred stock | 2022-12-31 | $901,367 |
| Income. Dividends from common stock | 2022-12-31 | $144,219,928 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $642,251,908 |
| Asset. Corporate debt instrument debt (other) at end of year | 2022-12-31 | $1,564,102,969 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2022-12-31 | $1,808,951,902 |
| Contract administrator fees | 2022-12-31 | $3,789,363 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2022-12-31 | $4,413,976,677 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-12-31 | $6,102,371,660 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | Yes |
| Aggregate proceeds on sale of assets | 2022-12-31 | $9,036,647,562 |
| Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $9,690,917,522 |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | WARREN AVERETT |
| Accountancy firm EIN | 2022-12-31 | 454084437 |
| Unrealized appreciation/depreciation of real estate assets | 2022-01-01 | $-1,419,339,182 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-01-01 | $-155,269,527 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $-1,574,608,709 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $229,202,912 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $188,925,869 |
| Total income from all sources (including contributions) | 2022-01-01 | $-2,516,538,454 |
| Total loss/gain on sale of assets | 2022-01-01 | $-654,269,960 |
| Total of all expenses incurred | 2022-01-01 | $725,244,169 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $642,251,908 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $0 |
| Value of total assets at end of year | 2022-01-01 | $14,822,086,516 |
| Value of total assets at beginning of year | 2022-01-01 | $18,023,592,096 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $82,992,261 |
| Total interest from all sources | 2022-01-01 | $151,478,860 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $170,291,303 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $25,170,008 |
| Assets. Real estate other than employer real property at end of year | 2022-01-01 | $240,832,184 |
| Assets. Real estate other than employer real property at beginning of year | 2022-01-01 | $1,412,135,034 |
| Administrative expenses professional fees incurred | 2022-01-01 | $2,074,036 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2022-01-01 | $16,843,840 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2022-01-01 | $18,366,528 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $50,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Assets. Other investments not covered elsewhere at end of year | 2022-01-01 | $101,161,760 |
| Assets. Other investments not covered elsewhere at beginning of year | 2022-01-01 | $50,852,297 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-01-01 | $184,511,443 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-01-01 | $137,253,258 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-01-01 | $229,202,912 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-01-01 | $188,925,869 |
| Other income not declared elsewhere | 2022-01-01 | $-3,816 |
| Administrative expenses (other) incurred | 2022-01-01 | $5,673,984 |
| Total non interest bearing cash at end of year | 2022-01-01 | $37,555,438 |
| Total non interest bearing cash at beginning of year | 2022-01-01 | $31,659,835 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-3,241,782,623 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $14,592,883,604 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $17,834,666,227 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Assets. partnership/joint venture interests at end of year | 2022-01-01 | $1,974,574,855 |
| Assets. partnership/joint venture interests at beginning of year | 2022-01-01 | $1,961,800,950 |
| Investment advisory and management fees | 2022-01-01 | $71,454,878 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $2,532,448,521 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $2,061,412,173 |
| Value of interest in pooled separate accounts at end of year | 2022-01-01 | $297,932,485 |
| Value of interest in pooled separate accounts at beginning of year | 2022-01-01 | $313,607,365 |
| Interest earned on other investments | 2022-01-01 | $53,137,067 |
| Income. Interest from US Government securities | 2022-01-01 | $22,288,793 |
| Income. Interest from corporate debt instruments | 2022-01-01 | $72,311,237 |
| Value of interest in common/collective trusts at end of year | 2022-01-01 | $1,636,226,659 |
| Value of interest in common/collective trusts at beginning of year | 2022-01-01 | $2,508,329,828 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-01-01 | $411,465,234 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-01-01 | $3,741,763 |
| Asset value of US Government securities at end of year | 2022-01-01 | $1,410,454,451 |
| Asset value of US Government securities at beginning of year | 2022-01-01 | $1,199,709,384 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-72,464,033 |
| Net investment gain/loss from pooled separate accounts | 2022-01-01 | $-67,244,241 |
| Net investment gain or loss from common/collective trusts | 2022-01-01 | $-421,207,077 |
| Net gain/loss from 103.12 investment entities | 2022-01-01 | $-48,510,781 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Income. Dividends from preferred stock | 2022-01-01 | $901,367 |
| Income. Dividends from common stock | 2022-01-01 | $144,219,928 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $642,251,908 |
| Asset. Corporate debt instrument debt (other) at end of year | 2022-01-01 | $1,564,102,969 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2022-01-01 | $1,808,951,902 |
| Contract administrator fees | 2022-01-01 | $3,789,363 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2022-01-01 | $4,413,976,677 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-01-01 | $6,102,371,660 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | Yes |
| Aggregate proceeds on sale of assets | 2022-01-01 | $9,036,647,562 |
| Aggregate carrying amount (costs) on sale of assets | 2022-01-01 | $9,690,917,522 |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | WARREN AVERETT |
| Accountancy firm EIN | 2022-01-01 | 454084437 |
| 2021 : THE SOUTHERN COMPANY PENSION PLAN 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $1,054,698,792 |
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $1,054,698,792 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $188,925,869 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $320,237,745 |
| Total income from all sources (including contributions) | 2021-12-31 | $2,561,436,032 |
| Total loss/gain on sale of assets | 2021-12-31 | $693,219,409 |
| Total of all expenses incurred | 2021-12-31 | $686,438,541 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $604,864,199 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $0 |
| Value of total assets at end of year | 2021-12-31 | $18,023,592,096 |
| Value of total assets at beginning of year | 2021-12-31 | $16,279,906,481 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $81,574,342 |
| Total interest from all sources | 2021-12-31 | $125,279,072 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $170,016,319 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $19,706,757 |
| Assets. Real estate other than employer real property at end of year | 2021-12-31 | $1,412,135,034 |
| Assets. Real estate other than employer real property at beginning of year | 2021-12-31 | $1,641,108,241 |
| Administrative expenses professional fees incurred | 2021-12-31 | $504,888 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2021-12-31 | $18,366,528 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2021-12-31 | $14,774,467 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $50,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $50,852,297 |
| Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $152,255,960 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $137,253,258 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $207,047,605 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $188,925,869 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $320,237,745 |
| Other income not declared elsewhere | 2021-12-31 | $-40,301 |
| Administrative expenses (other) incurred | 2021-12-31 | $16,130,043 |
| Total non interest bearing cash at end of year | 2021-12-31 | $31,659,835 |
| Total non interest bearing cash at beginning of year | 2021-12-31 | $39,959,217 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $1,874,997,491 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $17,834,666,227 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $15,959,668,736 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2021-12-31 | $1,961,800,950 |
| Assets. partnership/joint venture interests at beginning of year | 2021-12-31 | $1,495,824,376 |
| Investment advisory and management fees | 2021-12-31 | $63,040,182 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $2,375,019,538 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $1,480,198,003 |
| Interest earned on other investments | 2021-12-31 | $41,100,981 |
| Income. Interest from US Government securities | 2021-12-31 | $16,430,144 |
| Income. Interest from corporate debt instruments | 2021-12-31 | $66,477,441 |
| Value of interest in common/collective trusts at end of year | 2021-12-31 | $2,508,329,828 |
| Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $2,553,108,282 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $417,141,882 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $375,759,387 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $375,759,387 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $1,270,506 |
| Asset value of US Government securities at end of year | 2021-12-31 | $1,199,709,384 |
| Asset value of US Government securities at beginning of year | 2021-12-31 | $810,025,126 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $49,866,127 |
| Net investment gain/loss from pooled separate accounts | 2021-12-31 | $15,346,601 |
| Net investment gain or loss from common/collective trusts | 2021-12-31 | $372,375,289 |
| Net gain/loss from 103.12 investment entities | 2021-12-31 | $80,674,724 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Income. Dividends from preferred stock | 2021-12-31 | $443,507 |
| Income. Dividends from common stock | 2021-12-31 | $149,866,055 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $604,864,199 |
| Asset. Corporate debt instrument debt (other) at end of year | 2021-12-31 | $1,808,951,902 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2021-12-31 | $1,734,008,633 |
| Contract administrator fees | 2021-12-31 | $1,899,229 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2021-12-31 | $6,102,371,660 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2021-12-31 | $5,775,837,184 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | Yes |
| Aggregate proceeds on sale of assets | 2021-12-31 | $18,043,691,837 |
| Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $17,350,472,428 |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | WARREN AVERETT |
| Accountancy firm EIN | 2021-12-31 | 454084437 |
| 2020 : THE SOUTHERN COMPANY PENSION PLAN 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $1,119,885,659 |
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $1,119,885,659 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $320,237,745 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $385,044,720 |
| Total income from all sources (including contributions) | 2020-12-31 | $2,184,902,994 |
| Total loss/gain on sale of assets | 2020-12-31 | $256,846,500 |
| Total of all expenses incurred | 2020-12-31 | $651,476,041 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $586,691,590 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $0 |
| Value of total assets at end of year | 2020-12-31 | $16,279,906,481 |
| Value of total assets at beginning of year | 2020-12-31 | $14,811,286,503 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $64,784,451 |
| Total interest from all sources | 2020-12-31 | $103,576,008 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $148,229,996 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $16,269,958 |
| Assets. Real estate other than employer real property at end of year | 2020-12-31 | $1,641,108,241 |
| Assets. Real estate other than employer real property at beginning of year | 2020-12-31 | $1,436,342,197 |
| Administrative expenses professional fees incurred | 2020-12-31 | $795,963 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2020-12-31 | $14,774,467 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2020-12-31 | $13,559,631 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $50,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $152,255,960 |
| Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $125,021,805 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $207,047,605 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $270,320,587 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $320,237,745 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $385,044,720 |
| Other income not declared elsewhere | 2020-12-31 | $-533,755 |
| Administrative expenses (other) incurred | 2020-12-31 | $4,673,232 |
| Total non interest bearing cash at end of year | 2020-12-31 | $39,959,217 |
| Total non interest bearing cash at beginning of year | 2020-12-31 | $46,504,996 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $1,533,426,953 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $15,959,668,736 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $14,426,241,783 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2020-12-31 | $1,495,824,376 |
| Assets. partnership/joint venture interests at beginning of year | 2020-12-31 | $1,137,266,698 |
| Investment advisory and management fees | 2020-12-31 | $53,757,599 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $1,480,198,003 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $1,329,397,359 |
| Interest earned on other investments | 2020-12-31 | $29,690,066 |
| Income. Interest from US Government securities | 2020-12-31 | $11,083,825 |
| Income. Interest from corporate debt instruments | 2020-12-31 | $60,597,804 |
| Value of interest in common/collective trusts at end of year | 2020-12-31 | $2,553,108,282 |
| Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $2,073,621,207 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $375,759,387 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $1,359,480,662 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $1,359,480,662 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $2,204,313 |
| Asset value of US Government securities at end of year | 2020-12-31 | $810,025,126 |
| Asset value of US Government securities at beginning of year | 2020-12-31 | $858,666,053 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $25,777,497 |
| Net investment gain/loss from pooled separate accounts | 2020-12-31 | $33,412,232 |
| Net investment gain or loss from common/collective trusts | 2020-12-31 | $423,333,206 |
| Net gain/loss from 103.12 investment entities | 2020-12-31 | $74,375,651 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Income. Dividends from preferred stock | 2020-12-31 | $401,808 |
| Income. Dividends from common stock | 2020-12-31 | $131,558,230 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $586,691,590 |
| Asset. Corporate debt instrument debt (other) at end of year | 2020-12-31 | $1,734,008,633 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2020-12-31 | $1,358,848,756 |
| Contract administrator fees | 2020-12-31 | $5,557,657 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2020-12-31 | $5,775,837,184 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2020-12-31 | $4,802,256,552 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | Yes |
| Aggregate proceeds on sale of assets | 2020-12-31 | $11,612,005,837 |
| Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $11,355,159,337 |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | WARREN AVERETT |
| Accountancy firm EIN | 2020-12-31 | 454084437 |
| 2019 : THE SOUTHERN COMPANY PENSION PLAN 2019 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $639,255,024 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $639,255,024 |
| Total transfer of assets from this plan | 2019-12-31 | $505,937,791 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $385,044,720 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $82,674,913 |
| Total income from all sources (including contributions) | 2019-12-31 | $3,586,776,140 |
| Total loss/gain on sale of assets | 2019-12-31 | $905,106,687 |
| Total of all expenses incurred | 2019-12-31 | $619,171,098 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $558,462,084 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,135,958,975 |
| Value of total assets at end of year | 2019-12-31 | $14,811,286,503 |
| Value of total assets at beginning of year | 2019-12-31 | $12,047,249,445 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $60,709,014 |
| Total interest from all sources | 2019-12-31 | $118,329,764 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $137,504,705 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $18,695,711 |
| Assets. Real estate other than employer real property at end of year | 2019-12-31 | $1,436,342,197 |
| Assets. Real estate other than employer real property at beginning of year | 2019-12-31 | $1,400,996,772 |
| Administrative expenses professional fees incurred | 2019-12-31 | $885,973 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2019-12-31 | $13,559,631 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2019-12-31 | $11,280,422 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $50,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $125,021,805 |
| Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $71,970,379 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $270,320,587 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $42,099,418 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $385,044,720 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $82,674,913 |
| Other income not declared elsewhere | 2019-12-31 | $63,448 |
| Administrative expenses (other) incurred | 2019-12-31 | $4,487,680 |
| Total non interest bearing cash at end of year | 2019-12-31 | $46,504,996 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $3,829,475 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $2,967,605,042 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $14,426,241,783 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $11,964,574,532 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2019-12-31 | $1,137,266,698 |
| Assets. partnership/joint venture interests at beginning of year | 2019-12-31 | $1,035,883,786 |
| Investment advisory and management fees | 2019-12-31 | $49,313,801 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $1,329,397,359 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $1,554,343,990 |
| Interest earned on other investments | 2019-12-31 | $39,852,458 |
| Income. Interest from US Government securities | 2019-12-31 | $17,012,914 |
| Income. Interest from corporate debt instruments | 2019-12-31 | $58,996,058 |
| Value of interest in common/collective trusts at end of year | 2019-12-31 | $2,073,621,207 |
| Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $1,875,045,487 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $1,359,480,662 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $293,381,634 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $293,381,634 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $2,468,334 |
| Asset value of US Government securities at end of year | 2019-12-31 | $858,666,053 |
| Asset value of US Government securities at beginning of year | 2019-12-31 | $882,529,067 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $32,247,094 |
| Net investment gain/loss from pooled separate accounts | 2019-12-31 | $10,807,523 |
| Net investment gain or loss from common/collective trusts | 2019-12-31 | $597,005,745 |
| Net gain/loss from 103.12 investment entities | 2019-12-31 | $10,497,175 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $1,135,958,975 |
| Income. Dividends from preferred stock | 2019-12-31 | $866,580 |
| Income. Dividends from common stock | 2019-12-31 | $117,942,414 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $558,462,084 |
| Asset. Corporate debt instrument debt (other) at end of year | 2019-12-31 | $1,358,848,756 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2019-12-31 | $1,241,188,143 |
| Contract administrator fees | 2019-12-31 | $6,021,560 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2019-12-31 | $4,802,256,552 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-12-31 | $3,634,700,872 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | Yes |
| Aggregate proceeds on sale of assets | 2019-12-31 | $21,675,590,595 |
| Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $20,770,483,908 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | WARREN AVERETT |
| Accountancy firm EIN | 2019-12-31 | 454084437 |
| 2018 : THE SOUTHERN COMPANY PENSION PLAN 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-729,589,663 |
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-729,589,663 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $82,674,913 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $97,261,513 |
| Total income from all sources (including contributions) | 2018-12-31 | $-619,615,081 |
| Total loss/gain on sale of assets | 2018-12-31 | $146,556,349 |
| Total of all expenses incurred | 2018-12-31 | $751,352,353 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $685,830,874 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $0 |
| Value of total assets at end of year | 2018-12-31 | $12,047,249,445 |
| Value of total assets at beginning of year | 2018-12-31 | $13,432,803,479 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $65,521,479 |
| Total interest from all sources | 2018-12-31 | $112,494,143 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $138,993,182 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $13,765,299 |
| Assets. Real estate other than employer real property at end of year | 2018-12-31 | $1,400,996,772 |
| Assets. Real estate other than employer real property at beginning of year | 2018-12-31 | $1,223,419,847 |
| Administrative expenses professional fees incurred | 2018-12-31 | $1,707,842 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2018-12-31 | $11,280,422 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2018-12-31 | $12,535,738 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $50,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $71,970,379 |
| Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $72,019,938 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2018-12-31 | $106,735,000 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $42,099,418 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $1,112,535,415 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $82,674,913 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $97,261,513 |
| Other income not declared elsewhere | 2018-12-31 | $14,798,751 |
| Total non interest bearing cash at end of year | 2018-12-31 | $3,829,475 |
| Total non interest bearing cash at beginning of year | 2018-12-31 | $10,927,315 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-1,370,967,434 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $11,964,574,532 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $13,335,541,966 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2018-12-31 | $1,035,883,786 |
| Assets. partnership/joint venture interests at beginning of year | 2018-12-31 | $864,182,024 |
| Investment advisory and management fees | 2018-12-31 | $50,183,346 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $1,554,343,990 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $1,715,403,154 |
| Interest earned on other investments | 2018-12-31 | $25,896,526 |
| Income. Interest from US Government securities | 2018-12-31 | $23,281,364 |
| Income. Interest from corporate debt instruments | 2018-12-31 | $60,240,628 |
| Value of interest in common/collective trusts at end of year | 2018-12-31 | $1,875,045,487 |
| Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $1,984,025,399 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $293,381,634 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $235,112,916 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $235,112,916 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $3,075,625 |
| Asset value of US Government securities at end of year | 2018-12-31 | $882,529,067 |
| Asset value of US Government securities at beginning of year | 2018-12-31 | $790,770,565 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-62,848,431 |
| Net investment gain or loss from common/collective trusts | 2018-12-31 | $-240,019,412 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Income. Dividends from preferred stock | 2018-12-31 | $780,320 |
| Income. Dividends from common stock | 2018-12-31 | $124,447,563 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $579,095,874 |
| Asset. Corporate debt instrument debt (other) at end of year | 2018-12-31 | $1,241,188,143 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2018-12-31 | $1,254,412,443 |
| Contract administrator fees | 2018-12-31 | $13,630,291 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2018-12-31 | $3,634,700,872 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-12-31 | $4,157,458,725 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Aggregate proceeds on sale of assets | 2018-12-31 | $9,272,208,710 |
| Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $9,125,652,361 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | WARREN AVERETT |
| Accountancy firm EIN | 2018-12-31 | 454084437 |
| 2017 : THE SOUTHERN COMPANY PENSION PLAN 2017 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $668,893,120 |
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $668,893,120 |
| Total transfer of assets to this plan | 2017-12-31 | $1,064,463,908 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $97,261,513 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $22,907,913 |
| Total income from all sources (including contributions) | 2017-12-31 | $1,874,798,231 |
| Total loss/gain on sale of assets | 2017-12-31 | $368,950,451 |
| Total of all expenses incurred | 2017-12-31 | $510,875,583 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $454,784,321 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $0 |
| Value of total assets at end of year | 2017-12-31 | $13,432,803,479 |
| Value of total assets at beginning of year | 2017-12-31 | $10,930,063,323 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $56,091,262 |
| Total interest from all sources | 2017-12-31 | $103,130,357 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $123,092,930 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $12,670,040 |
| Assets. Real estate other than employer real property at end of year | 2017-12-31 | $1,223,419,847 |
| Assets. Real estate other than employer real property at beginning of year | 2017-12-31 | $1,185,417,628 |
| Administrative expenses professional fees incurred | 2017-12-31 | $4,025,453 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2017-12-31 | $12,535,738 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2017-12-31 | $9,308,256 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $50,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $72,019,938 |
| Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $55,044,386 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $1,112,535,415 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $35,283,907 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $97,261,513 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $22,907,913 |
| Other income not declared elsewhere | 2017-12-31 | $-11,141 |
| Total non interest bearing cash at end of year | 2017-12-31 | $10,927,315 |
| Total non interest bearing cash at beginning of year | 2017-12-31 | $4,847,644 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $1,363,922,648 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $13,335,541,966 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $10,907,155,410 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2017-12-31 | $864,182,024 |
| Assets. partnership/joint venture interests at beginning of year | 2017-12-31 | $737,019,756 |
| Investment advisory and management fees | 2017-12-31 | $45,773,360 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $1,715,403,154 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $1,324,738,825 |
| Interest earned on other investments | 2017-12-31 | $27,831,968 |
| Income. Interest from US Government securities | 2017-12-31 | $17,819,640 |
| Income. Interest from corporate debt instruments | 2017-12-31 | $54,368,678 |
| Value of interest in common/collective trusts at end of year | 2017-12-31 | $1,984,025,399 |
| Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $1,576,929,647 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $235,112,916 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $1,027,875,617 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $1,027,875,617 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $3,110,071 |
| Asset value of US Government securities at end of year | 2017-12-31 | $790,770,565 |
| Asset value of US Government securities at beginning of year | 2017-12-31 | $551,681,343 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $103,892,530 |
| Net investment gain or loss from common/collective trusts | 2017-12-31 | $506,849,984 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Income. Dividends from preferred stock | 2017-12-31 | $266,017 |
| Income. Dividends from common stock | 2017-12-31 | $110,156,873 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $454,784,321 |
| Asset. Corporate debt instrument debt (other) at end of year | 2017-12-31 | $1,254,412,443 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2017-12-31 | $1,034,633,122 |
| Contract administrator fees | 2017-12-31 | $6,292,449 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2017-12-31 | $4,157,458,725 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-12-31 | $3,387,283,192 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Aggregate proceeds on sale of assets | 2017-12-31 | $5,930,129,785 |
| Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $5,561,179,334 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | WARREN AVERETT |
| Accountancy firm EIN | 2017-12-31 | 454084397 |
| 2016 : THE SOUTHERN COMPANY PENSION PLAN 2016 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $113,286,009 |
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $113,286,009 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $22,907,913 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $37,863,115 |
| Total income from all sources (including contributions) | 2016-12-31 | $1,815,290,961 |
| Total loss/gain on sale of assets | 2016-12-31 | $259,835,620 |
| Total of all expenses incurred | 2016-12-31 | $442,516,729 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $402,443,263 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $900,000,000 |
| Value of total assets at end of year | 2016-12-31 | $10,930,063,323 |
| Value of total assets at beginning of year | 2016-12-31 | $9,572,244,293 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $40,073,466 |
| Total interest from all sources | 2016-12-31 | $73,335,736 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $105,150,141 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $13,009,708 |
| Assets. Real estate other than employer real property at end of year | 2016-12-31 | $1,185,417,628 |
| Assets. Real estate other than employer real property at beginning of year | 2016-12-31 | $1,263,218,654 |
| Administrative expenses professional fees incurred | 2016-12-31 | $5,409,743 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2016-12-31 | $9,308,256 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2016-12-31 | $8,540,491 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $50,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $55,044,386 |
| Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $72,879,363 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $35,283,907 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $51,755,919 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $22,907,913 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $29,903,313 |
| Other income not declared elsewhere | 2016-12-31 | $-7,083,407 |
| Administrative expenses (other) incurred | 2016-12-31 | $3,408,153 |
| Liabilities. Value of operating payables at end of year | 2016-12-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $7,959,802 |
| Total non interest bearing cash at end of year | 2016-12-31 | $4,847,644 |
| Total non interest bearing cash at beginning of year | 2016-12-31 | $131,447,360 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $1,372,774,232 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $10,907,155,410 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $9,534,381,178 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2016-12-31 | $737,019,756 |
| Assets. partnership/joint venture interests at beginning of year | 2016-12-31 | $684,928,157 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $1,324,738,825 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $949,776,107 |
| Interest earned on other investments | 2016-12-31 | $6,913,879 |
| Income. Interest from US Government securities | 2016-12-31 | $11,715,797 |
| Income. Interest from corporate debt instruments | 2016-12-31 | $51,334,272 |
| Value of interest in common/collective trusts at end of year | 2016-12-31 | $1,576,929,647 |
| Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $1,287,250,694 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $1,027,875,617 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $124,706,213 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $124,706,213 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $3,371,788 |
| Asset value of US Government securities at end of year | 2016-12-31 | $551,681,343 |
| Asset value of US Government securities at beginning of year | 2016-12-31 | $485,387,100 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $5,173 |
| Net investment gain or loss from common/collective trusts | 2016-12-31 | $255,352,353 |
| Net gain/loss from 103.12 investment entities | 2016-12-31 | $115,409,336 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $900,000,000 |
| Income. Dividends from preferred stock | 2016-12-31 | $145,046 |
| Income. Dividends from common stock | 2016-12-31 | $91,995,387 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $402,443,263 |
| Asset. Corporate debt instrument preferred debt at end of year | 2016-12-31 | $0 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2016-12-31 | $208,000,963 |
| Asset. Corporate debt instrument debt (other) at end of year | 2016-12-31 | $1,034,633,122 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2016-12-31 | $1,113,473,384 |
| Contract administrator fees | 2016-12-31 | $31,255,570 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2016-12-31 | $3,387,283,192 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-12-31 | $3,190,879,888 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Aggregate proceeds on sale of assets | 2016-12-31 | $5,446,536,640 |
| Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $5,186,701,020 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | WARREN AVERETT |
| Accountancy firm EIN | 2016-12-31 | 454084397 |
| 2015 : THE SOUTHERN COMPANY PENSION PLAN 2015 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-282,916,391 |
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-282,916,391 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $37,863,115 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $36,005,519 |
| Total income from all sources (including contributions) | 2015-12-31 | $34,631,275 |
| Total loss/gain on sale of assets | 2015-12-31 | $187,339,814 |
| Total of all expenses incurred | 2015-12-31 | $506,323,209 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $457,330,342 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $0 |
| Value of total assets at end of year | 2015-12-31 | $9,572,244,293 |
| Value of total assets at beginning of year | 2015-12-31 | $10,042,078,631 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $48,992,867 |
| Total interest from all sources | 2015-12-31 | $112,705,164 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $100,849,725 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $7,312,467 |
| Assets. Real estate other than employer real property at end of year | 2015-12-31 | $1,263,218,654 |
| Assets. Real estate other than employer real property at beginning of year | 2015-12-31 | $1,128,404,216 |
| Administrative expenses professional fees incurred | 2015-12-31 | $3,934,976 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2015-12-31 | $8,540,491 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2015-12-31 | $12,578,390 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $50,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $72,879,363 |
| Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $95,424,545 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $51,755,919 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $36,246,067 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $29,903,313 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $26,076,095 |
| Other income not declared elsewhere | 2015-12-31 | $-720 |
| Administrative expenses (other) incurred | 2015-12-31 | $5,867,784 |
| Liabilities. Value of operating payables at end of year | 2015-12-31 | $7,959,802 |
| Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $9,929,424 |
| Total non interest bearing cash at end of year | 2015-12-31 | $131,447,360 |
| Total non interest bearing cash at beginning of year | 2015-12-31 | $31,996,623 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $-471,691,934 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $9,534,381,178 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $10,006,073,112 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2015-12-31 | $684,928,157 |
| Assets. partnership/joint venture interests at beginning of year | 2015-12-31 | $646,991,707 |
| Investment advisory and management fees | 2015-12-31 | $39,190,107 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $949,776,107 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $477,035,815 |
| Interest earned on other investments | 2015-12-31 | $30,602,198 |
| Income. Interest from US Government securities | 2015-12-31 | $16,876,966 |
| Income. Interest from corporate debt instruments | 2015-12-31 | $61,349,863 |
| Value of interest in common/collective trusts at end of year | 2015-12-31 | $1,287,250,694 |
| Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $1,778,541,631 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $124,706,213 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $677,822,743 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $677,822,743 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $3,876,137 |
| Asset value of US Government securities at end of year | 2015-12-31 | $485,387,100 |
| Asset value of US Government securities at beginning of year | 2015-12-31 | $704,439,828 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-57,973,670 |
| Net investment gain or loss from common/collective trusts | 2015-12-31 | $-25,372,647 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Income. Dividends from preferred stock | 2015-12-31 | $265,337 |
| Income. Dividends from common stock | 2015-12-31 | $93,271,921 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $457,330,342 |
| Asset. Corporate debt instrument preferred debt at end of year | 2015-12-31 | $208,000,963 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2015-12-31 | $279,962,593 |
| Asset. Corporate debt instrument debt (other) at end of year | 2015-12-31 | $1,113,473,384 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2015-12-31 | $1,017,539,540 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2015-12-31 | $3,190,879,888 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-12-31 | $3,155,094,933 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Aggregate proceeds on sale of assets | 2015-12-31 | $4,408,573,889 |
| Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $4,221,234,075 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
| Accountancy firm name | 2015-12-31 | WARREN AVERETT |
| Accountancy firm EIN | 2015-12-31 | 454084397 |
| 2014 : THE SOUTHERN COMPANY PENSION PLAN 2014 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $178,460,798 |
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $178,460,798 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $36,005,519 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $230,010,861 |
| Total income from all sources (including contributions) | 2014-12-31 | $1,358,986,288 |
| Total loss/gain on sale of assets | 2014-12-31 | $295,652,823 |
| Total of all expenses incurred | 2014-12-31 | $403,438,251 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $353,911,909 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $500,000,000 |
| Value of total assets at end of year | 2014-12-31 | $10,042,078,631 |
| Value of total assets at beginning of year | 2014-12-31 | $9,280,535,936 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $49,526,342 |
| Total interest from all sources | 2014-12-31 | $138,418,621 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $89,198,295 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $7,834,127 |
| Assets. Real estate other than employer real property at end of year | 2014-12-31 | $1,128,404,216 |
| Assets. Real estate other than employer real property at beginning of year | 2014-12-31 | $1,048,644,595 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2014-12-31 | $12,578,390 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2014-12-31 | $16,783,152 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $50,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $95,424,545 |
| Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $114,864,980 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $36,246,067 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $234,423,532 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $26,076,095 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $222,795,659 |
| Other income not declared elsewhere | 2014-12-31 | $-5,409 |
| Administrative expenses (other) incurred | 2014-12-31 | $49,526,342 |
| Liabilities. Value of operating payables at end of year | 2014-12-31 | $9,929,424 |
| Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $7,215,202 |
| Total non interest bearing cash at end of year | 2014-12-31 | $31,996,623 |
| Total non interest bearing cash at beginning of year | 2014-12-31 | $76,360,543 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $955,548,037 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $10,006,073,112 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $9,050,525,075 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2014-12-31 | $646,991,707 |
| Assets. partnership/joint venture interests at beginning of year | 2014-12-31 | $593,487,729 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $477,035,815 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $962,901,405 |
| Interest earned on other investments | 2014-12-31 | $60,378,449 |
| Income. Interest from US Government securities | 2014-12-31 | $18,719,056 |
| Income. Interest from corporate debt instruments | 2014-12-31 | $55,378,535 |
| Value of interest in common/collective trusts at end of year | 2014-12-31 | $1,778,541,631 |
| Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $1,460,878,003 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $677,822,743 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $204,912,405 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $204,912,405 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $3,942,581 |
| Asset value of US Government securities at end of year | 2014-12-31 | $704,439,828 |
| Asset value of US Government securities at beginning of year | 2014-12-31 | $567,568,461 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-15,176,102 |
| Net investment gain or loss from common/collective trusts | 2014-12-31 | $172,437,262 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $500,000,000 |
| Income. Dividends from preferred stock | 2014-12-31 | $380,092 |
| Income. Dividends from common stock | 2014-12-31 | $80,984,076 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $353,911,909 |
| Asset. Corporate debt instrument preferred debt at end of year | 2014-12-31 | $279,962,593 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2014-12-31 | $278,366,571 |
| Asset. Corporate debt instrument debt (other) at end of year | 2014-12-31 | $1,017,539,540 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2014-12-31 | $845,192,689 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2014-12-31 | $3,155,094,933 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-12-31 | $2,876,151,871 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | Yes |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Aggregate proceeds on sale of assets | 2014-12-31 | $3,548,814,942 |
| Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $3,253,162,119 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
| Accountancy firm name | 2014-12-31 | BABUSH NEIMAN KORNMAN & JOHNSON LLP |
| Accountancy firm EIN | 2014-12-31 | 580942047 |
| 2013 : THE SOUTHERN COMPANY PENSION PLAN 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $153,541,097 |
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $153,541,097 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $230,010,861 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $215,077,977 |
| Total income from all sources (including contributions) | 2013-12-31 | $1,208,118,726 |
| Total loss/gain on sale of assets | 2013-12-31 | $512,266,024 |
| Total of all expenses incurred | 2013-12-31 | $371,883,070 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $331,363,789 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $0 |
| Value of total assets at end of year | 2013-12-31 | $9,280,535,936 |
| Value of total assets at beginning of year | 2013-12-31 | $8,429,367,396 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $40,519,281 |
| Total interest from all sources | 2013-12-31 | $103,434,856 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $82,189,936 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $7,142,939 |
| Assets. Real estate other than employer real property at end of year | 2013-12-31 | $1,048,644,595 |
| Assets. Real estate other than employer real property at beginning of year | 2013-12-31 | $847,932,580 |
| Administrative expenses professional fees incurred | 2013-12-31 | $1,600,288 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2013-12-31 | $16,783,152 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2013-12-31 | $16,624,282 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $50,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $114,864,980 |
| Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $238,090,148 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $234,423,532 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $28,044,734 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $222,795,659 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $207,381,931 |
| Other income not declared elsewhere | 2013-12-31 | $46,807,477 |
| Administrative expenses (other) incurred | 2013-12-31 | $6,395,506 |
| Liabilities. Value of operating payables at end of year | 2013-12-31 | $7,215,202 |
| Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $7,696,046 |
| Total non interest bearing cash at end of year | 2013-12-31 | $76,360,543 |
| Total non interest bearing cash at beginning of year | 2013-12-31 | $73,197,598 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $836,235,656 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $9,050,525,075 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $8,214,289,419 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2013-12-31 | $593,487,729 |
| Assets. partnership/joint venture interests at beginning of year | 2013-12-31 | $642,186,610 |
| Investment advisory and management fees | 2013-12-31 | $32,523,487 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $962,901,405 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $814,059,071 |
| Interest earned on other investments | 2013-12-31 | $30,259,901 |
| Income. Interest from US Government securities | 2013-12-31 | $15,712,665 |
| Income. Interest from corporate debt instruments | 2013-12-31 | $54,054,485 |
| Value of interest in common/collective trusts at end of year | 2013-12-31 | $1,460,878,003 |
| Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $1,291,122,304 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $204,912,405 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $591,210,886 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $591,210,886 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $3,407,805 |
| Asset value of US Government securities at end of year | 2013-12-31 | $567,568,461 |
| Asset value of US Government securities at beginning of year | 2013-12-31 | $492,338,287 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $-13,792,474 |
| Net investment gain or loss from common/collective trusts | 2013-12-31 | $323,671,810 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Income. Dividends from preferred stock | 2013-12-31 | $518,176 |
| Income. Dividends from common stock | 2013-12-31 | $74,528,821 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $331,363,789 |
| Asset. Corporate debt instrument preferred debt at end of year | 2013-12-31 | $278,366,571 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2013-12-31 | $342,256,007 |
| Asset. Corporate debt instrument debt (other) at end of year | 2013-12-31 | $845,192,689 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2013-12-31 | $652,501,817 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2013-12-31 | $2,876,151,871 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $2,399,803,072 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | Yes |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Aggregate proceeds on sale of assets | 2013-12-31 | $4,925,111,358 |
| Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $4,412,845,334 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
| Accountancy firm name | 2013-12-31 | BABUSH NEIMAN KORNMAN & JOHNSON LLP |
| Accountancy firm EIN | 2013-12-31 | 580942047 |
| 2012 : THE SOUTHERN COMPANY PENSION PLAN 2012 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $247,596,283 |
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $247,596,283 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $215,077,977 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $202,665,885 |
| Total income from all sources (including contributions) | 2012-12-31 | $1,540,737,993 |
| Total loss/gain on sale of assets | 2012-12-31 | $401,004,367 |
| Total of all expenses incurred | 2012-12-31 | $356,902,774 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $315,173,929 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $445,000,000 |
| Value of total assets at end of year | 2012-12-31 | $8,429,367,396 |
| Value of total assets at beginning of year | 2012-12-31 | $7,233,120,085 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $41,728,845 |
| Total interest from all sources | 2012-12-31 | $85,419,865 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $95,911,537 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $2,599,205 |
| Assets. Real estate other than employer real property at end of year | 2012-12-31 | $847,932,580 |
| Assets. Real estate other than employer real property at beginning of year | 2012-12-31 | $795,782,190 |
| Administrative expenses professional fees incurred | 2012-12-31 | $453,039 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2012-12-31 | $16,624,282 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2012-12-31 | $25,071,713 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $50,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $238,090,148 |
| Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $240,448,096 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $28,044,734 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $30,642,619 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $207,381,931 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $196,441,927 |
| Other income not declared elsewhere | 2012-12-31 | $-5,303 |
| Administrative expenses (other) incurred | 2012-12-31 | $7,515,202 |
| Liabilities. Value of operating payables at end of year | 2012-12-31 | $7,696,046 |
| Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $6,223,958 |
| Total non interest bearing cash at end of year | 2012-12-31 | $73,197,598 |
| Total non interest bearing cash at beginning of year | 2012-12-31 | $75,848,137 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $1,183,835,219 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $8,214,289,419 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $7,030,454,200 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2012-12-31 | $642,186,610 |
| Assets. partnership/joint venture interests at beginning of year | 2012-12-31 | $598,868,439 |
| Investment advisory and management fees | 2012-12-31 | $33,760,604 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $814,059,071 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $188,549,563 |
| Interest earned on other investments | 2012-12-31 | $17,235,032 |
| Income. Interest from US Government securities | 2012-12-31 | $12,891,578 |
| Income. Interest from corporate debt instruments | 2012-12-31 | $49,515,844 |
| Value of interest in common/collective trusts at end of year | 2012-12-31 | $1,291,122,304 |
| Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $1,115,780,295 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $591,210,886 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $179,248,537 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $179,248,537 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $5,777,411 |
| Asset value of US Government securities at end of year | 2012-12-31 | $492,338,287 |
| Asset value of US Government securities at beginning of year | 2012-12-31 | $400,241,197 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $29,116,549 |
| Net investment gain or loss from common/collective trusts | 2012-12-31 | $236,694,695 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $445,000,000 |
| Income. Dividends from preferred stock | 2012-12-31 | $1,082,782 |
| Income. Dividends from common stock | 2012-12-31 | $92,229,550 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $315,173,929 |
| Asset. Corporate debt instrument preferred debt at end of year | 2012-12-31 | $342,256,007 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2012-12-31 | $385,431,108 |
| Asset. Corporate debt instrument debt (other) at end of year | 2012-12-31 | $652,501,817 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2012-12-31 | $560,568,589 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2012-12-31 | $2,399,803,072 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $2,636,639,602 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | Yes |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Aggregate proceeds on sale of assets | 2012-12-31 | $6,013,032,357 |
| Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $5,612,027,990 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
| Accountancy firm name | 2012-12-31 | BABUSH NEIMAN KORNMAN & JOHNSON LLP |
| Accountancy firm EIN | 2012-12-31 | 580942047 |
| 2011 : THE SOUTHERN COMPANY PENSION PLAN 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2011-12-31 | $-17,941,653 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-112,501,384 |
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-130,443,037 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $202,665,885 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $78,339,856 |
| Total income from all sources (including contributions) | 2011-12-31 | $317,230,170 |
| Total loss/gain on sale of assets | 2011-12-31 | $286,114,757 |
| Total of all expenses incurred | 2011-12-31 | $340,347,649 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $304,217,365 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $0 |
| Value of total assets at end of year | 2011-12-31 | $7,233,120,085 |
| Value of total assets at beginning of year | 2011-12-31 | $7,131,911,535 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $36,130,284 |
| Total interest from all sources | 2011-12-31 | $86,979,735 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $88,775,417 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $2,438,433 |
| Assets. Real estate other than employer real property at end of year | 2011-12-31 | $795,782,190 |
| Assets. Real estate other than employer real property at beginning of year | 2011-12-31 | $694,952,833 |
| Administrative expenses professional fees incurred | 2011-12-31 | $361,100 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2011-12-31 | $25,071,713 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2011-12-31 | $17,354,489 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $50,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $240,448,096 |
| Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $39,054,717 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $30,642,619 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $24,524,276 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $196,441,927 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $73,180,851 |
| Other income not declared elsewhere | 2011-12-31 | $4,176 |
| Administrative expenses (other) incurred | 2011-12-31 | $7,963,558 |
| Liabilities. Value of operating payables at end of year | 2011-12-31 | $6,223,958 |
| Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $5,159,005 |
| Total non interest bearing cash at end of year | 2011-12-31 | $75,848,137 |
| Total non interest bearing cash at beginning of year | 2011-12-31 | $22,611,978 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $-23,117,479 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $7,030,454,200 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $7,053,571,679 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2011-12-31 | $598,868,439 |
| Assets. partnership/joint venture interests at beginning of year | 2011-12-31 | $629,715,571 |
| Investment advisory and management fees | 2011-12-31 | $27,805,626 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $188,549,563 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $569,422,287 |
| Interest earned on other investments | 2011-12-31 | $18,293,112 |
| Income. Interest from US Government securities | 2011-12-31 | $12,418,992 |
| Income. Interest from corporate debt instruments | 2011-12-31 | $50,916,202 |
| Value of interest in common/collective trusts at end of year | 2011-12-31 | $1,115,780,295 |
| Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $943,867,139 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $179,248,537 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $158,609,301 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $158,609,301 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $5,351,429 |
| Asset value of US Government securities at end of year | 2011-12-31 | $400,241,197 |
| Asset value of US Government securities at beginning of year | 2011-12-31 | $445,079,472 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-58,972,910 |
| Net investment gain or loss from common/collective trusts | 2011-12-31 | $44,772,032 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Income. Dividends from preferred stock | 2011-12-31 | $940,472 |
| Income. Dividends from common stock | 2011-12-31 | $85,396,512 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $304,217,365 |
| Asset. Corporate debt instrument preferred debt at end of year | 2011-12-31 | $385,431,108 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2011-12-31 | $440,617,140 |
| Asset. Corporate debt instrument debt (other) at end of year | 2011-12-31 | $560,568,589 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2011-12-31 | $324,568,388 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $2,636,639,602 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $2,821,533,944 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | Yes |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Aggregate proceeds on sale of assets | 2011-12-31 | $5,616,217,205 |
| Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $5,330,102,448 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
| Accountancy firm name | 2011-12-31 | BABUSH NEIMAN KORNMAN & JOHNSON LLP |
| Accountancy firm EIN | 2011-12-31 | 580942047 |
| 2010 : THE SOUTHERN COMPANY PENSION PLAN 2010 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2010-12-31 | $1,746,525 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $307,406,397 |
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $309,152,922 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $78,339,856 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $230,295,489 |
| Total income from all sources (including contributions) | 2010-12-31 | $1,543,836,201 |
| Total loss/gain on sale of assets | 2010-12-31 | $252,597,122 |
| Total of all expenses incurred | 2010-12-31 | $318,400,221 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $285,409,370 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $620,000,000 |
| Value of total assets at end of year | 2010-12-31 | $7,131,911,535 |
| Value of total assets at beginning of year | 2010-12-31 | $6,058,431,188 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $32,990,851 |
| Total income from rents | 2010-12-31 | $228,609 |
| Total interest from all sources | 2010-12-31 | $61,859,828 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $82,314,639 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $1,865,836 |
| Assets. Real estate other than employer real property at end of year | 2010-12-31 | $694,952,833 |
| Administrative expenses professional fees incurred | 2010-12-31 | $945,714 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2010-12-31 | $17,354,489 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2010-12-31 | $8,647,599 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $50,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $39,054,717 |
| Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $426,899,961 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $24,524,276 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $62,331,773 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $73,180,851 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $225,492,392 |
| Other income not declared elsewhere | 2010-12-31 | $1,505 |
| Administrative expenses (other) incurred | 2010-12-31 | $4,087,465 |
| Liabilities. Value of operating payables at end of year | 2010-12-31 | $5,159,005 |
| Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $4,803,097 |
| Total non interest bearing cash at end of year | 2010-12-31 | $22,611,978 |
| Total non interest bearing cash at beginning of year | 2010-12-31 | $40,316,098 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $1,225,435,980 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $7,053,571,679 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $5,828,135,699 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2010-12-31 | $629,715,571 |
| Assets. partnership/joint venture interests at beginning of year | 2010-12-31 | $1,035,604,777 |
| Investment advisory and management fees | 2010-12-31 | $25,490,439 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $569,422,287 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $324,009,210 |
| Interest earned on other investments | 2010-12-31 | $14,871,973 |
| Income. Interest from US Government securities | 2010-12-31 | $9,822,468 |
| Income. Interest from corporate debt instruments | 2010-12-31 | $34,615,549 |
| Value of interest in common/collective trusts at end of year | 2010-12-31 | $943,867,139 |
| Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $889,225,163 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $158,609,301 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $102,546,107 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $102,546,107 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $2,549,838 |
| Asset value of US Government securities at end of year | 2010-12-31 | $445,079,472 |
| Asset value of US Government securities at beginning of year | 2010-12-31 | $203,564,722 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $41,647,556 |
| Net investment gain or loss from common/collective trusts | 2010-12-31 | $146,882,235 |
| Net gain/loss from 103.12 investment entities | 2010-12-31 | $29,151,785 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $620,000,000 |
| Income. Dividends from preferred stock | 2010-12-31 | $448,358 |
| Income. Dividends from common stock | 2010-12-31 | $80,000,445 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $285,409,370 |
| Asset. Corporate debt instrument preferred debt at end of year | 2010-12-31 | $440,617,140 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2010-12-31 | $128,468,622 |
| Asset. Corporate debt instrument debt (other) at end of year | 2010-12-31 | $324,568,388 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2010-12-31 | $242,130,857 |
| Contract administrator fees | 2010-12-31 | $2,467,233 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $2,821,533,944 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $2,594,686,299 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | Yes |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Aggregate proceeds on sale of assets | 2010-12-31 | $6,310,185,565 |
| Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $6,057,588,443 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
| Accountancy firm name | 2010-12-31 | BABUSH NEIMAN KORNMAN & JOHNSON LLP |
| Accountancy firm EIN | 2010-12-31 | 580942047 |
| 2009 : THE SOUTHERN COMPANY PENSION PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
