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SOUTHERN COMPANY SERVICES, INC. HEALTH CARE PLAN FOR RETIREES 401k Plan overview

Plan NameSOUTHERN COMPANY SERVICES, INC. HEALTH CARE PLAN FOR RETIREES
Plan identification number 608

SOUTHERN COMPANY SERVICES, INC. HEALTH CARE PLAN FOR RETIREES Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Other welfare benefit cover

401k Sponsoring company profile

SOUTHERN COMPANY SERVICES, INC has sponsored the creation of one or more 401k plans.

Company Name:SOUTHERN COMPANY SERVICES, INC
Employer identification number (EIN):630274273
NAIC Classification:221100

Additional information about SOUTHERN COMPANY SERVICES, INC

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date: 1949-08-02
Company Identification Number: 573992
Legal Registered Office Address: 30 Ivan Allen Jr. Blvd

Atlanta
United States of America (USA)
30308

More information about SOUTHERN COMPANY SERVICES, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHERN COMPANY SERVICES, INC. HEALTH CARE PLAN FOR RETIREES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
6082022-01-01
6082021-01-01
6082020-01-01
6082019-01-01
6082018-01-01
6082017-01-01ROBERT MORRIS
6082016-01-01ROBERT MORRIS
6082015-01-01ROBERT MORRIS
6082014-01-01ROBERT MORRIS
6082013-01-01ROBERT MORRIS
6082012-01-01ROBERT MORRIS
6082011-01-01ROBERT MORRIS
6082010-01-01TIM FALLAW
6082009-01-01TIMOTHY FALLAW

Plan Statistics for SOUTHERN COMPANY SERVICES, INC. HEALTH CARE PLAN FOR RETIREES

401k plan membership statisitcs for SOUTHERN COMPANY SERVICES, INC. HEALTH CARE PLAN FOR RETIREES

Measure Date Value
2022: SOUTHERN COMPANY SERVICES, INC. HEALTH CARE PLAN FOR RETIREES 2022 401k membership
Total participants, beginning-of-year2022-01-0116,291
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-0116,402
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-0116,402
2021: SOUTHERN COMPANY SERVICES, INC. HEALTH CARE PLAN FOR RETIREES 2021 401k membership
Total participants, beginning-of-year2021-01-0116,908
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-0116,291
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-0116,291
2020: SOUTHERN COMPANY SERVICES, INC. HEALTH CARE PLAN FOR RETIREES 2020 401k membership
Total participants, beginning-of-year2020-01-0115,904
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-0116,908
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-0116,908
2019: SOUTHERN COMPANY SERVICES, INC. HEALTH CARE PLAN FOR RETIREES 2019 401k membership
Total participants, beginning-of-year2019-01-0113,613
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-0115,904
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-0115,904
2018: SOUTHERN COMPANY SERVICES, INC. HEALTH CARE PLAN FOR RETIREES 2018 401k membership
Total participants, beginning-of-year2018-01-0115,981
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-0113,613
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-0113,613
2017: SOUTHERN COMPANY SERVICES, INC. HEALTH CARE PLAN FOR RETIREES 2017 401k membership
Total participants, beginning-of-year2017-01-0115,265
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-0115,981
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-0115,981
2016: SOUTHERN COMPANY SERVICES, INC. HEALTH CARE PLAN FOR RETIREES 2016 401k membership
Total participants, beginning-of-year2016-01-0114,668
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-0115,265
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0115,265
2015: SOUTHERN COMPANY SERVICES, INC. HEALTH CARE PLAN FOR RETIREES 2015 401k membership
Total participants, beginning-of-year2015-01-0114,344
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-0114,668
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-0114,668
2014: SOUTHERN COMPANY SERVICES, INC. HEALTH CARE PLAN FOR RETIREES 2014 401k membership
Total participants, beginning-of-year2014-01-0113,889
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-0114,344
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0114,344
2013: SOUTHERN COMPANY SERVICES, INC. HEALTH CARE PLAN FOR RETIREES 2013 401k membership
Total participants, beginning-of-year2013-01-0115,460
Total number of active participants reported on line 7a of the Form 55002013-01-010
Number of retired or separated participants receiving benefits2013-01-0113,889
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-0113,889
2012: SOUTHERN COMPANY SERVICES, INC. HEALTH CARE PLAN FOR RETIREES 2012 401k membership
Total participants, beginning-of-year2012-01-0115,170
Total number of active participants reported on line 7a of the Form 55002012-01-010
Number of retired or separated participants receiving benefits2012-01-0115,460
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-0115,460
2011: SOUTHERN COMPANY SERVICES, INC. HEALTH CARE PLAN FOR RETIREES 2011 401k membership
Total participants, beginning-of-year2011-01-0116,748
Total number of active participants reported on line 7a of the Form 55002011-01-010
Number of retired or separated participants receiving benefits2011-01-0115,170
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0115,170
2010: SOUTHERN COMPANY SERVICES, INC. HEALTH CARE PLAN FOR RETIREES 2010 401k membership
Total participants, beginning-of-year2010-01-0116,491
Total number of active participants reported on line 7a of the Form 55002010-01-010
Number of retired or separated participants receiving benefits2010-01-0116,748
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-0116,748
2009: SOUTHERN COMPANY SERVICES, INC. HEALTH CARE PLAN FOR RETIREES 2009 401k membership
Total participants, beginning-of-year2009-01-0115,183
Total number of active participants reported on line 7a of the Form 55002009-01-010
Number of retired or separated participants receiving benefits2009-01-0116,491
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0116,491

Financial Data on SOUTHERN COMPANY SERVICES, INC. HEALTH CARE PLAN FOR RETIREES

Measure Date Value
2022 : SOUTHERN COMPANY SERVICES, INC. HEALTH CARE PLAN FOR RETIREES 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$4,211,425
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$4,356,796
Total income from all sources (including contributions)2022-12-31$31,276,016
Total loss/gain on sale of assets2022-12-31$2,439
Total of all expenses incurred2022-12-31$122,505,089
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$119,499,843
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$115,166,498
Value of total assets at end of year2022-12-31$318,331,617
Value of total assets at beginning of year2022-12-31$409,706,061
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$3,005,246
Total interest from all sources2022-12-31$-7
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$3,750
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$50,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$40,524,450
Assets. Other investments not covered elsewhere at end of year2022-12-31$154,185,430
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$188,947,342
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,590,532
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$15,676
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$12,691
Administrative expenses (other) incurred2022-12-31$124,486
Total non interest bearing cash at end of year2022-12-31$-6
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-91,229,073
Value of net assets at end of year (total assets less liabilities)2022-12-31$314,120,192
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$405,349,265
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$6,941
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$5,100,035
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,909,170
Value of interest in master investment trust accounts at end of year2022-12-31$159,030,476
Value of interest in master investment trust accounts at beginning of year2022-12-31$217,849,549
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$6
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$-7
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$67,114,124
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-32,435,317
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$72,051,516
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$52,385,719
Contract administrator fees2022-12-31$2,870,069
Liabilities. Value of benefit claims payable at end of year2022-12-31$4,211,425
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$4,356,796
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$2,439
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WARREN AVERETT
Accountancy firm EIN2022-12-31454084437
2021 : SOUTHERN COMPANY SERVICES, INC. HEALTH CARE PLAN FOR RETIREES 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$4,356,796
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$7,968,029
Total income from all sources (including contributions)2021-12-31$143,562,114
Total loss/gain on sale of assets2021-12-31$121
Total of all expenses incurred2021-12-31$126,389,101
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$123,082,635
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$130,655,267
Value of total assets at end of year2021-12-31$409,706,061
Value of total assets at beginning of year2021-12-31$396,144,281
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$3,306,466
Total interest from all sources2021-12-31$-1
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$30,316
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$50,000,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$36,344,050
Assets. Other investments not covered elsewhere at end of year2021-12-31$188,947,342
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$187,535,243
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$16,733,976
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$19
Administrative expenses (other) incurred2021-12-31$33,116
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$17,173,013
Value of net assets at end of year (total assets less liabilities)2021-12-31$405,349,265
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$388,176,252
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$37,492
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,909,170
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,293,395
Value of interest in master investment trust accounts at end of year2021-12-31$217,849,549
Value of interest in master investment trust accounts at beginning of year2021-12-31$206,315,624
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$-1
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$66,486,146
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$318,894
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$77,577,241
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$56,596,489
Contract administrator fees2021-12-31$3,205,542
Liabilities. Value of benefit claims payable at end of year2021-12-31$4,356,796
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$7,968,029
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$121
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WARREN AVERETT
Accountancy firm EIN2021-12-31454084437
2020 : SOUTHERN COMPANY SERVICES, INC. HEALTH CARE PLAN FOR RETIREES 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$7,968,029
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$6,035,755
Total income from all sources (including contributions)2020-12-31$171,137,903
Total loss/gain on sale of assets2020-12-31$2,499
Total of all expenses incurred2020-12-31$147,469,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$135,397,118
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$130,361,899
Value of total assets at end of year2020-12-31$396,144,281
Value of total assets at beginning of year2020-12-31$370,543,438
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$12,072,216
Total interest from all sources2020-12-31$-3
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$50,000,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$36,272,713
Assets. Other investments not covered elsewhere at end of year2020-12-31$187,535,243
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$181,518,938
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$17,189,176
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$19
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$5,416
Administrative expenses (other) incurred2020-12-31$158,294
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$23,668,569
Value of net assets at end of year (total assets less liabilities)2020-12-31$388,176,252
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$364,507,683
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$27,864
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,293,395
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,294,725
Value of interest in master investment trust accounts at end of year2020-12-31$206,315,624
Value of interest in master investment trust accounts at beginning of year2020-12-31$184,724,359
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$-3
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$16,508,760
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$76,900,010
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$135,397,118
Contract administrator fees2020-12-31$11,886,058
Liabilities. Value of benefit claims payable at end of year2020-12-31$7,968,029
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$6,035,755
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$2,499
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WARREN AVERETT
Accountancy firm EIN2020-12-31454084437
2019 : SOUTHERN COMPANY SERVICES, INC. HEALTH CARE PLAN FOR RETIREES 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$6,035,755
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$8,071,421
Total income from all sources (including contributions)2019-12-31$196,639,224
Total loss/gain on sale of assets2019-12-31$12,771
Total of all expenses incurred2019-12-31$143,407,662
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$133,018,434
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$136,523,775
Value of total assets at end of year2019-12-31$370,543,438
Value of total assets at beginning of year2019-12-31$319,347,542
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$10,389,228
Total interest from all sources2019-12-31$-3
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$50,000,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$36,464,445
Assets. Other investments not covered elsewhere at end of year2019-12-31$181,518,938
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$153,242,778
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$15,200,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$5,416
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$3,136
Administrative expenses (other) incurred2019-12-31$-310,972
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$53,231,562
Value of net assets at end of year (total assets less liabilities)2019-12-31$364,507,683
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$311,276,121
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$137,656
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,294,725
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,703,128
Value of interest in master investment trust accounts at end of year2019-12-31$184,724,359
Value of interest in master investment trust accounts at beginning of year2019-12-31$164,398,500
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$-3
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$67,154
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$84,859,330
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$133,018,434
Contract administrator fees2019-12-31$10,562,544
Liabilities. Value of benefit claims payable at end of year2019-12-31$6,035,755
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$8,071,421
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$12,771
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WARREN AVERETT
Accountancy firm EIN2019-12-31454084437
2018 : SOUTHERN COMPANY SERVICES, INC. HEALTH CARE PLAN FOR RETIREES 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$8,071,421
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$6,716,341
Total income from all sources (including contributions)2018-12-31$105,941,326
Total loss/gain on sale of assets2018-12-31$13,625
Total of all expenses incurred2018-12-31$149,882,695
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$142,624,484
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$118,528,580
Value of total assets at end of year2018-12-31$319,347,542
Value of total assets at beginning of year2018-12-31$361,933,831
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$7,258,211
Total interest from all sources2018-12-31$33
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$30,508
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$50,000,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$48,229,550
Assets. Other investments not covered elsewhere at end of year2018-12-31$153,242,778
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$173,465,828
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$10,900,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$3,136
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,606
Administrative expenses (other) incurred2018-12-31$961,069
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-43,941,369
Value of net assets at end of year (total assets less liabilities)2018-12-31$311,276,121
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$355,217,490
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$68,486
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,703,128
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,781,845
Value of interest in master investment trust accounts at end of year2018-12-31$164,398,500
Value of interest in master investment trust accounts at beginning of year2018-12-31$186,684,084
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$33
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$38,456
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$59,399,030
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$142,624,484
Contract administrator fees2018-12-31$6,198,148
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$468
Liabilities. Value of benefit claims payable at end of year2018-12-31$8,071,421
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$6,716,341
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$14,093
Aggregate carrying amount (costs) on sale of assets2018-12-31$468
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WARREN AVERETT
Accountancy firm EIN2018-12-31454084437
2017 : SOUTHERN COMPANY SERVICES, INC. HEALTH CARE PLAN FOR RETIREES 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$6,716,341
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$7,265,392
Total income from all sources (including contributions)2017-12-31$170,525,528
Total loss/gain on sale of assets2017-12-31$3,071
Total of all expenses incurred2017-12-31$143,042,648
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$134,145,118
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$145,526,878
Value of total assets at end of year2017-12-31$361,933,831
Value of total assets at beginning of year2017-12-31$335,000,002
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$8,897,530
Total interest from all sources2017-12-31$-2
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$36,698
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$50,000,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$36,898,673
Assets. Other investments not covered elsewhere at end of year2017-12-31$173,465,828
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$162,039,214
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$5,900,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,606
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$685
Administrative expenses (other) incurred2017-12-31$1,291,797
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$27,482,880
Value of net assets at end of year (total assets less liabilities)2017-12-31$355,217,490
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$327,734,610
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$152,122
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,781,845
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,013,318
Value of interest in master investment trust accounts at end of year2017-12-31$186,684,084
Value of interest in master investment trust accounts at beginning of year2017-12-31$170,946,307
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$-2
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$15,292
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$102,728,205
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$134,145,118
Contract administrator fees2017-12-31$7,416,913
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$468
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$478
Liabilities. Value of benefit claims payable at end of year2017-12-31$6,716,341
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$7,265,392
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$3,549
Aggregate carrying amount (costs) on sale of assets2017-12-31$478
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WARREN AVERETT
Accountancy firm EIN2017-12-31454084397
2016 : SOUTHERN COMPANY SERVICES, INC. HEALTH CARE PLAN FOR RETIREES 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$7,265,392
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$15,922,489
Total income from all sources (including contributions)2016-12-31$121,963,009
Total loss/gain on sale of assets2016-12-31$1,148,929
Total of all expenses incurred2016-12-31$131,233,536
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$121,614,538
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$113,167,492
Value of total assets at end of year2016-12-31$335,000,002
Value of total assets at beginning of year2016-12-31$352,927,626
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$9,618,998
Total interest from all sources2016-12-31$3,855
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$218,558
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$72,480
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$50,000,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$32,456,188
Assets. Other investments not covered elsewhere at end of year2016-12-31$162,039,214
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$157,282,620
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$8,100,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$685
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$10,930
Other income not declared elsewhere2016-12-31$1,032
Administrative expenses (other) incurred2016-12-31$2,780,962
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-9,270,527
Value of net assets at end of year (total assets less liabilities)2016-12-31$327,734,610
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$337,005,137
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$138,971
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,013,318
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$9,450,210
Value of interest in master investment trust accounts at end of year2016-12-31$170,946,307
Value of interest in master investment trust accounts at beginning of year2016-12-31$172,361,063
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$3,855
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$5,438
Net investment gain or loss from common/collective trusts2016-12-31$557
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$72,611,304
Income. Dividends from common stock2016-12-31$218,558
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$121,614,538
Contract administrator fees2016-12-31$6,626,585
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$478
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$13,822,803
Liabilities. Value of benefit claims payable at end of year2016-12-31$7,265,392
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$8,678,595
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$17,205,255
Aggregate carrying amount (costs) on sale of assets2016-12-31$16,056,326
Liabilities. Value of acquisition indebtedness at end of year2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$7,243,894
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WARREN AVERETT
Accountancy firm EIN2016-12-31454084397
2015 : SOUTHERN COMPANY SERVICES, INC. HEALTH CARE PLAN FOR RETIREES 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$894,844
Total unrealized appreciation/depreciation of assets2015-12-31$894,844
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$15,922,489
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$17,694,541
Total income from all sources (including contributions)2015-12-31$83,907,614
Total loss/gain on sale of assets2015-12-31$-1,572,567
Total of all expenses incurred2015-12-31$124,959,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$114,402,584
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$88,891,056
Value of total assets at end of year2015-12-31$352,927,626
Value of total assets at beginning of year2015-12-31$395,751,953
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$10,557,305
Total interest from all sources2015-12-31$25,824
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$570,100
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$74,756
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$50,000,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$33,321,470
Assets. Other investments not covered elsewhere at end of year2015-12-31$157,282,620
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$163,581,733
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$5,500,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$10,930
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$40,179
Other income not declared elsewhere2015-12-31$1,757
Administrative expenses (other) incurred2015-12-31$3,593,057
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-41,052,275
Value of net assets at end of year (total assets less liabilities)2015-12-31$337,005,137
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$378,057,412
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$80,721
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$9,450,210
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$7,530,971
Value of interest in master investment trust accounts at end of year2015-12-31$172,361,063
Value of interest in master investment trust accounts at beginning of year2015-12-31$189,434,441
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$96
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$96
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$25,824
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$1,244
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$50,069,586
Income. Dividends from common stock2015-12-31$570,100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$114,402,584
Contract administrator fees2015-12-31$6,808,771
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$13,822,803
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$35,164,533
Liabilities. Value of benefit claims payable at end of year2015-12-31$8,678,595
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$11,466,603
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$30,428,959
Aggregate carrying amount (costs) on sale of assets2015-12-31$32,001,526
Liabilities. Value of acquisition indebtedness at end of year2015-12-31$7,243,894
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$6,227,938
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WARREN AVERETT
Accountancy firm EIN2015-12-31454084397
2014 : SOUTHERN COMPANY SERVICES, INC. HEALTH CARE PLAN FOR RETIREES 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$5,953,175
Total unrealized appreciation/depreciation of assets2014-12-31$5,953,175
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$17,694,541
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$8,086,917
Total income from all sources (including contributions)2014-12-31$108,440,390
Total loss/gain on sale of assets2014-12-31$-378,726
Total of all expenses incurred2014-12-31$131,423,401
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$119,988,852
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$93,409,719
Value of total assets at end of year2014-12-31$395,751,953
Value of total assets at beginning of year2014-12-31$409,127,340
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$11,434,549
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,019,850
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$126,770
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$50,000,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$26,963,928
Assets. Other investments not covered elsewhere at end of year2014-12-31$163,581,733
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$158,708,673
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$40,179
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$72,563
Other income not declared elsewhere2014-12-31$5,933
Administrative expenses (other) incurred2014-12-31$4,213,796
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-22,983,011
Value of net assets at end of year (total assets less liabilities)2014-12-31$378,057,412
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$401,040,423
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$139,370
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$7,530,971
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$219,266
Value of interest in master investment trust accounts at end of year2014-12-31$189,434,441
Value of interest in master investment trust accounts at beginning of year2014-12-31$192,325,665
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$96
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$233
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$66,445,791
Income. Dividends from common stock2014-12-31$1,019,850
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$119,988,852
Contract administrator fees2014-12-31$6,954,613
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$35,164,533
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$57,801,173
Liabilities. Value of benefit claims payable at end of year2014-12-31$11,466,603
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$8,086,917
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$36,342,959
Aggregate carrying amount (costs) on sale of assets2014-12-31$36,721,685
Liabilities. Value of acquisition indebtedness at end of year2014-12-31$6,227,938
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BABUSH NEIMAN KORNMAN & JOHNSON LLP
Accountancy firm EIN2014-12-31580942047
2013 : SOUTHERN COMPANY SERVICES, INC. HEALTH CARE PLAN FOR RETIREES 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$16,074,616
Total unrealized appreciation/depreciation of assets2013-12-31$16,074,616
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$8,086,917
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$6,614,366
Total income from all sources (including contributions)2013-12-31$154,129,571
Total loss/gain on sale of assets2013-12-31$-1,215,667
Total of all expenses incurred2013-12-31$120,593,791
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$114,479,567
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$119,951,815
Value of total assets at end of year2013-12-31$409,127,340
Value of total assets at beginning of year2013-12-31$374,119,009
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$6,114,224
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,295,955
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$141,873
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$50,000,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$21,410,579
Assets. Other investments not covered elsewhere at end of year2013-12-31$158,708,673
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$142,380,410
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$72,563
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,558,492
Other income not declared elsewhere2013-12-31$-13,714,057
Administrative expenses (other) incurred2013-12-31$658,178
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$665
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$33,535,780
Value of net assets at end of year (total assets less liabilities)2013-12-31$401,040,423
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$367,504,643
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$137,184
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$219,266
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$11,672,030
Value of interest in master investment trust accounts at end of year2013-12-31$192,325,665
Value of interest in master investment trust accounts at beginning of year2013-12-31$166,825,027
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$138
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$138
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,722
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$98,541,236
Income. Dividends from common stock2013-12-31$1,295,955
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$114,479,567
Contract administrator fees2013-12-31$5,176,989
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$57,801,173
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$51,682,247
Liabilities. Value of benefit claims payable at end of year2013-12-31$8,086,917
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$6,614,366
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$32,645,896
Aggregate carrying amount (costs) on sale of assets2013-12-31$33,861,563
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BABUSH NEIMAN KORNMAN & JOHNSON LLP
Accountancy firm EIN2013-12-31580942047
2012 : SOUTHERN COMPANY SERVICES, INC. HEALTH CARE PLAN FOR RETIREES 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$12,609,210
Total unrealized appreciation/depreciation of assets2012-12-31$12,609,210
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$6,614,366
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$24,517,103
Total income from all sources (including contributions)2012-12-31$130,214,233
Total loss/gain on sale of assets2012-12-31$-3,429,066
Total of all expenses incurred2012-12-31$113,129,026
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$106,939,982
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$120,424,791
Value of total assets at end of year2012-12-31$374,119,009
Value of total assets at beginning of year2012-12-31$374,936,539
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$6,189,044
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,596,006
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$94,079
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$50,000,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$21,475,588
Assets. Other investments not covered elsewhere at end of year2012-12-31$142,380,410
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$130,582,813
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,558,492
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$87,921
Other income not declared elsewhere2012-12-31$-17,739,440
Administrative expenses (other) incurred2012-12-31$2,170,361
Liabilities. Value of operating payables at end of year2012-12-31$0
Liabilities. Value of operating payables at beginning of year2012-12-31$18,955,112
Total non interest bearing cash at end of year2012-12-31$665
Total non interest bearing cash at beginning of year2012-12-31$165
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$17,085,207
Value of net assets at end of year (total assets less liabilities)2012-12-31$367,504,643
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$350,419,436
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$121,845
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$11,672,030
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$0
Value of interest in master investment trust accounts at end of year2012-12-31$166,825,027
Value of interest in master investment trust accounts at beginning of year2012-12-31$153,269,046
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$138
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$19,628,316
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$19,628,316
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$98,949,203
Income. Dividends from common stock2012-12-31$1,596,006
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$106,939,982
Contract administrator fees2012-12-31$3,802,759
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$51,682,247
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$71,368,278
Liabilities. Value of benefit claims payable at end of year2012-12-31$6,614,366
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$5,561,991
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$31,732,102
Aggregate carrying amount (costs) on sale of assets2012-12-31$35,161,168
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BABUSH NEIMAN KORNMAN & JOHNSON LLP
Accountancy firm EIN2012-12-31580942047
2011 : SOUTHERN COMPANY SERVICES, INC. HEALTH CARE PLAN FOR RETIREES 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$7,048,377
Total unrealized appreciation/depreciation of assets2011-12-31$7,048,377
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$24,517,103
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$23,551,801
Total income from all sources (including contributions)2011-12-31$96,027,884
Total loss/gain on sale of assets2011-12-31$-9,409,278
Total of all expenses incurred2011-12-31$118,282,646
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$110,082,876
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$94,435,900
Value of total assets at end of year2011-12-31$374,936,539
Value of total assets at beginning of year2011-12-31$396,225,999
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$8,199,770
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,537,262
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$124,122
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$50,000,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$23,018,250
Assets. Other investments not covered elsewhere at end of year2011-12-31$130,582,813
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$131,846,575
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$87,921
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$73,999
Other income not declared elsewhere2011-12-31$1,196,887
Administrative expenses (other) incurred2011-12-31$2,769,927
Liabilities. Value of operating payables at end of year2011-12-31$18,955,112
Liabilities. Value of operating payables at beginning of year2011-12-31$20,998,339
Total non interest bearing cash at end of year2011-12-31$165
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-22,254,762
Value of net assets at end of year (total assets less liabilities)2011-12-31$350,419,436
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$372,674,198
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$119,181
Value of interest in master investment trust accounts at end of year2011-12-31$153,269,046
Value of interest in master investment trust accounts at beginning of year2011-12-31$155,632,164
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$19,628,316
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$26,184,853
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$26,184,853
Net investment gain or loss from common/collective trusts2011-12-31$-31,531
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$71,417,650
Income. Dividends from common stock2011-12-31$1,537,262
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$110,082,876
Contract administrator fees2011-12-31$5,186,540
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$71,368,278
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$82,488,408
Liabilities. Value of benefit claims payable at end of year2011-12-31$5,561,991
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$2,553,462
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$31,199,253
Aggregate carrying amount (costs) on sale of assets2011-12-31$40,608,531
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BABUSH NEIMAN KORNMAN & JOHNSON LLP
Accountancy firm EIN2011-12-31580942047
2010 : SOUTHERN COMPANY SERVICES, INC. HEALTH CARE PLAN FOR RETIREES 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$14,570,821
Total unrealized appreciation/depreciation of assets2010-12-31$14,570,821
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$23,551,801
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$4,880,661
Total income from all sources (including contributions)2010-12-31$127,927,498
Total loss/gain on sale of assets2010-12-31$-10,022,468
Total of all expenses incurred2010-12-31$103,850,362
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$97,238,961
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$101,905,486
Value of total assets at end of year2010-12-31$396,225,999
Value of total assets at beginning of year2010-12-31$353,477,723
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$6,611,401
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,510,044
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$75,439
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$50,000,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$20,680,549
Assets. Other investments not covered elsewhere at end of year2010-12-31$131,846,575
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$126,632,257
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$73,999
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$90,065
Other income not declared elsewhere2010-12-31$5,426,205
Administrative expenses (other) incurred2010-12-31$498,759
Liabilities. Value of operating payables at end of year2010-12-31$20,998,339
Liabilities. Value of operating payables at beginning of year2010-12-31$82,484
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$225
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$24,077,136
Value of net assets at end of year (total assets less liabilities)2010-12-31$372,674,198
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$348,597,062
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$385
Value of interest in master investment trust accounts at end of year2010-12-31$155,632,164
Value of interest in master investment trust accounts at beginning of year2010-12-31$139,679,907
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$26,184,853
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$21,194,733
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$21,194,733
Net investment gain or loss from common/collective trusts2010-12-31$7,349
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$81,224,937
Income. Dividends from common stock2010-12-31$1,510,044
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$97,238,961
Contract administrator fees2010-12-31$6,036,818
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$82,488,408
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$65,880,536
Liabilities. Value of benefit claims payable at end of year2010-12-31$2,553,462
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$4,798,177
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$31,441,547
Aggregate carrying amount (costs) on sale of assets2010-12-31$41,464,015
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BABUSH NEIMAN KORNMAN & JOHNSON LLP
Accountancy firm EIN2010-12-31580942047

Form 5500 Responses for SOUTHERN COMPANY SERVICES, INC. HEALTH CARE PLAN FOR RETIREES

2022: SOUTHERN COMPANY SERVICES, INC. HEALTH CARE PLAN FOR RETIREES 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan funding arrangement – General assets of the sponsorYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2022-01-01Plan benefit arrangement – General assets of the sponsorYes
2021: SOUTHERN COMPANY SERVICES, INC. HEALTH CARE PLAN FOR RETIREES 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan funding arrangement – General assets of the sponsorYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2021-01-01Plan benefit arrangement – General assets of the sponsorYes
2020: SOUTHERN COMPANY SERVICES, INC. HEALTH CARE PLAN FOR RETIREES 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan funding arrangement – General assets of the sponsorYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2020-01-01Plan benefit arrangement – General assets of the sponsorYes
2019: SOUTHERN COMPANY SERVICES, INC. HEALTH CARE PLAN FOR RETIREES 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan funding arrangement – General assets of the sponsorYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2019-01-01Plan benefit arrangement – General assets of the sponsorYes
2018: SOUTHERN COMPANY SERVICES, INC. HEALTH CARE PLAN FOR RETIREES 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan funding arrangement – General assets of the sponsorYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2018-01-01Plan benefit arrangement – General assets of the sponsorYes
2017: SOUTHERN COMPANY SERVICES, INC. HEALTH CARE PLAN FOR RETIREES 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan funding arrangement – General assets of the sponsorYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2017-01-01Plan benefit arrangement – General assets of the sponsorYes
2016: SOUTHERN COMPANY SERVICES, INC. HEALTH CARE PLAN FOR RETIREES 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan funding arrangement – General assets of the sponsorYes
2016-01-01Plan benefit arrangement - TrustYes
2016-01-01Plan benefit arrangement – General assets of the sponsorYes
2015: SOUTHERN COMPANY SERVICES, INC. HEALTH CARE PLAN FOR RETIREES 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan funding arrangement – General assets of the sponsorYes
2015-01-01Plan benefit arrangement - TrustYes
2015-01-01Plan benefit arrangement – General assets of the sponsorYes
2014: SOUTHERN COMPANY SERVICES, INC. HEALTH CARE PLAN FOR RETIREES 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan funding arrangement – General assets of the sponsorYes
2014-01-01Plan benefit arrangement - TrustYes
2014-01-01Plan benefit arrangement – General assets of the sponsorYes
2013: SOUTHERN COMPANY SERVICES, INC. HEALTH CARE PLAN FOR RETIREES 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan funding arrangement – General assets of the sponsorYes
2013-01-01Plan benefit arrangement - TrustYes
2013-01-01Plan benefit arrangement – General assets of the sponsorYes
2012: SOUTHERN COMPANY SERVICES, INC. HEALTH CARE PLAN FOR RETIREES 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan funding arrangement – General assets of the sponsorYes
2012-01-01Plan benefit arrangement - TrustYes
2012-01-01Plan benefit arrangement – General assets of the sponsorYes
2011: SOUTHERN COMPANY SERVICES, INC. HEALTH CARE PLAN FOR RETIREES 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan funding arrangement – General assets of the sponsorYes
2011-01-01Plan benefit arrangement - TrustYes
2011-01-01Plan benefit arrangement – General assets of the sponsorYes
2010: SOUTHERN COMPANY SERVICES, INC. HEALTH CARE PLAN FOR RETIREES 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan funding arrangement – General assets of the sponsorYes
2010-01-01Plan benefit arrangement - TrustYes
2010-01-01Plan benefit arrangement – General assets of the sponsorYes
2009: SOUTHERN COMPANY SERVICES, INC. HEALTH CARE PLAN FOR RETIREES 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan funding arrangement – General assets of the sponsorYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2009-01-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

BLUE CROSS BLUE SHIELD OF ALABAMA (National Association of Insurance Commissioners NAIC id number: 55433 )
Policy contract number50049
Policy instance 1
Insurance contract or identification number50049
Number of Individuals Covered1213
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedEXPANDED PSYCHIATRIC SERVICES, BABY YOURSELF, AIR MEDICAL SERVICES
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF ALABAMA (National Association of Insurance Commissioners NAIC id number: 55433 )
Policy contract number50049
Policy instance 1
Insurance contract or identification number50049
Number of Individuals Covered1101
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedEXPANDED PSYCHIATRIC SERVICES, BABY YOURSELF, AIR MEDICAL SERVICES
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF ALABAMA (National Association of Insurance Commissioners NAIC id number: 55433 )
Policy contract number50049
Policy instance 1
Insurance contract or identification number50049
Number of Individuals Covered903
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedEXPANDED PSYCHIATRIC SERVICES, BABY YOURSELF, AIR MEDICAL SERVICES
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF ALABAMA (National Association of Insurance Commissioners NAIC id number: 55433 )
Policy contract number50049
Policy instance 1
Insurance contract or identification number50049
Number of Individuals Covered723
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedEXPANDED PSYCHIATRIC SERVICES, BABY YOURSELF, AIR MEDICAL SERVICES
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF ALABAMA (National Association of Insurance Commissioners NAIC id number: 55433 )
Policy contract number50049
Policy instance 1
Insurance contract or identification number50049
Number of Individuals Covered283
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedEXPANDED PSYCHIATRIC SERVICES, BABY YOURSELF, AIR MEDICAL SERVICES
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF ALABAMA (National Association of Insurance Commissioners NAIC id number: 55433 )
Policy contract number50048,50049
Policy instance 1
Insurance contract or identification number50048,50049
Number of Individuals Covered259
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedEXPANDED PSYCHIATRIC SERVICES, BABY YOURSELF, AIR MEDICAL SERVICES
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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