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SOUTHERN FOODSERVICE MANAGMENT, INC. HEALTH & WELFARE BENEFIT PLAN 401k Plan overview

Plan NameSOUTHERN FOODSERVICE MANAGMENT, INC. HEALTH & WELFARE BENEFIT PLAN
Plan identification number 502

SOUTHERN FOODSERVICE MANAGMENT, INC. HEALTH & WELFARE BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Long-term disability cover
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

SOUTHERN FOODSERVICE MGT., INC. has sponsored the creation of one or more 401k plans.

Company Name:SOUTHERN FOODSERVICE MGT., INC.
Employer identification number (EIN):630315905
NAIC Classification:722300
NAIC Description: Special Food Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHERN FOODSERVICE MANAGMENT, INC. HEALTH & WELFARE BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022022-10-01CLAY JONES2023-11-02
5022021-10-01CLAY JONES2023-06-06
5022020-10-01CLAY JONES2022-07-12
5022019-10-01CLAY JONES2021-06-09
5022018-10-01CONNER LILES2020-05-05
5022017-10-01MIKE BARCLAY2019-06-18
5022016-10-01
5022015-10-01
5022014-10-01
5022013-10-01
5022012-10-01MICHAEL BARCLAY
5022011-10-01MICHAEL BARCLAY
5022010-10-01FLOYD LILES
5022009-10-01FLOYD LILES

Plan Statistics for SOUTHERN FOODSERVICE MANAGMENT, INC. HEALTH & WELFARE BENEFIT PLAN

401k plan membership statisitcs for SOUTHERN FOODSERVICE MANAGMENT, INC. HEALTH & WELFARE BENEFIT PLAN

Measure Date Value
2022: SOUTHERN FOODSERVICE MANAGMENT, INC. HEALTH & WELFARE BENEFIT PLAN 2022 401k membership
Total participants, beginning-of-year2022-10-01353
Total number of active participants reported on line 7a of the Form 55002022-10-01495
Number of retired or separated participants receiving benefits2022-10-010
Number of other retired or separated participants entitled to future benefits2022-10-010
Total of all active and inactive participants2022-10-01495
Number of employers contributing to the scheme2022-10-010
2021: SOUTHERN FOODSERVICE MANAGMENT, INC. HEALTH & WELFARE BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-01287
Total number of active participants reported on line 7a of the Form 55002021-10-01353
Number of retired or separated participants receiving benefits2021-10-010
Number of other retired or separated participants entitled to future benefits2021-10-010
Total of all active and inactive participants2021-10-01353
Number of employers contributing to the scheme2021-10-010
2020: SOUTHERN FOODSERVICE MANAGMENT, INC. HEALTH & WELFARE BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-01357
Total number of active participants reported on line 7a of the Form 55002020-10-01287
Number of retired or separated participants receiving benefits2020-10-010
Number of other retired or separated participants entitled to future benefits2020-10-010
Total of all active and inactive participants2020-10-01287
Number of employers contributing to the scheme2020-10-010
2019: SOUTHERN FOODSERVICE MANAGMENT, INC. HEALTH & WELFARE BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-01551
Total number of active participants reported on line 7a of the Form 55002019-10-01357
Total of all active and inactive participants2019-10-01357
2018: SOUTHERN FOODSERVICE MANAGMENT, INC. HEALTH & WELFARE BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-01538
Total number of active participants reported on line 7a of the Form 55002018-10-01551
Total of all active and inactive participants2018-10-01551
2017: SOUTHERN FOODSERVICE MANAGMENT, INC. HEALTH & WELFARE BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-01519
Total number of active participants reported on line 7a of the Form 55002017-10-01538
Total of all active and inactive participants2017-10-01538
2016: SOUTHERN FOODSERVICE MANAGMENT, INC. HEALTH & WELFARE BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-01469
Total number of active participants reported on line 7a of the Form 55002016-10-01519
Total of all active and inactive participants2016-10-01519
2015: SOUTHERN FOODSERVICE MANAGMENT, INC. HEALTH & WELFARE BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-01327
Total number of active participants reported on line 7a of the Form 55002015-10-01469
Total of all active and inactive participants2015-10-01469
2014: SOUTHERN FOODSERVICE MANAGMENT, INC. HEALTH & WELFARE BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-01305
Total number of active participants reported on line 7a of the Form 55002014-10-01327
Total of all active and inactive participants2014-10-01327
2013: SOUTHERN FOODSERVICE MANAGMENT, INC. HEALTH & WELFARE BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-01290
Total number of active participants reported on line 7a of the Form 55002013-10-01305
Total of all active and inactive participants2013-10-01305
2012: SOUTHERN FOODSERVICE MANAGMENT, INC. HEALTH & WELFARE BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-01285
Total number of active participants reported on line 7a of the Form 55002012-10-01290
Total of all active and inactive participants2012-10-01290
2011: SOUTHERN FOODSERVICE MANAGMENT, INC. HEALTH & WELFARE BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-01290
Total number of active participants reported on line 7a of the Form 55002011-10-01285
Total of all active and inactive participants2011-10-01285
2010: SOUTHERN FOODSERVICE MANAGMENT, INC. HEALTH & WELFARE BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year2010-10-01285
Total number of active participants reported on line 7a of the Form 55002010-10-01290
Total of all active and inactive participants2010-10-01290
2009: SOUTHERN FOODSERVICE MANAGMENT, INC. HEALTH & WELFARE BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-01269
Total number of active participants reported on line 7a of the Form 55002009-10-01285
Total of all active and inactive participants2009-10-01285

Form 5500 Responses for SOUTHERN FOODSERVICE MANAGMENT, INC. HEALTH & WELFARE BENEFIT PLAN

2022: SOUTHERN FOODSERVICE MANAGMENT, INC. HEALTH & WELFARE BENEFIT PLAN 2022 form 5500 responses
2022-10-01Type of plan entitySingle employer plan
2022-10-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-10-01Plan funding arrangement – InsuranceYes
2022-10-01Plan benefit arrangement – InsuranceYes
2021: SOUTHERN FOODSERVICE MANAGMENT, INC. HEALTH & WELFARE BENEFIT PLAN 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Plan funding arrangement – InsuranceYes
2021-10-01Plan funding arrangement – General assets of the sponsorYes
2021-10-01Plan benefit arrangement – InsuranceYes
2021-10-01Plan benefit arrangement – General assets of the sponsorYes
2020: SOUTHERN FOODSERVICE MANAGMENT, INC. HEALTH & WELFARE BENEFIT PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Plan funding arrangement – InsuranceYes
2020-10-01Plan funding arrangement – General assets of the sponsorYes
2020-10-01Plan benefit arrangement – InsuranceYes
2020-10-01Plan benefit arrangement – General assets of the sponsorYes
2019: SOUTHERN FOODSERVICE MANAGMENT, INC. HEALTH & WELFARE BENEFIT PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan benefit arrangement – InsuranceYes
2018: SOUTHERN FOODSERVICE MANAGMENT, INC. HEALTH & WELFARE BENEFIT PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Plan funding arrangement – InsuranceYes
2018-10-01Plan benefit arrangement – InsuranceYes
2017: SOUTHERN FOODSERVICE MANAGMENT, INC. HEALTH & WELFARE BENEFIT PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan benefit arrangement – InsuranceYes
2016: SOUTHERN FOODSERVICE MANAGMENT, INC. HEALTH & WELFARE BENEFIT PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan benefit arrangement – InsuranceYes
2015: SOUTHERN FOODSERVICE MANAGMENT, INC. HEALTH & WELFARE BENEFIT PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan benefit arrangement – InsuranceYes
2014: SOUTHERN FOODSERVICE MANAGMENT, INC. HEALTH & WELFARE BENEFIT PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan benefit arrangement – InsuranceYes
2013: SOUTHERN FOODSERVICE MANAGMENT, INC. HEALTH & WELFARE BENEFIT PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan benefit arrangement – InsuranceYes
2012: SOUTHERN FOODSERVICE MANAGMENT, INC. HEALTH & WELFARE BENEFIT PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan benefit arrangement – InsuranceYes
2011: SOUTHERN FOODSERVICE MANAGMENT, INC. HEALTH & WELFARE BENEFIT PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan benefit arrangement – InsuranceYes
2010: SOUTHERN FOODSERVICE MANAGMENT, INC. HEALTH & WELFARE BENEFIT PLAN 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Plan funding arrangement – InsuranceYes
2010-10-01Plan benefit arrangement – InsuranceYes
2009: SOUTHERN FOODSERVICE MANAGMENT, INC. HEALTH & WELFARE BENEFIT PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01This submission is the final filingNo
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

GLOBE LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91472 )
Policy contract numberGAP7G000002
Policy instance 3
Insurance contract or identification numberGAP7G000002
Number of Individuals Covered140
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Total amount of commissions paid to insurance brokerUSD $27,237
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $108,940
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $27,237
Amount paid for insurance broker fees0
Insurance broker organization code?3
BLUE CROSS BLUE SHIELD OF ALABAMA (National Association of Insurance Commissioners NAIC id number: 55433 )
Policy contract number95894
Policy instance 2
Insurance contract or identification number95894
Number of Individuals Covered352
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number22548
Policy instance 1
Insurance contract or identification number22548
Number of Individuals Covered495
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Total amount of commissions paid to insurance brokerUSD $85,635
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT, ACCIDENT, CRITICAL ILLNESS
Welfare Benefit Premiums Paid to CarrierUSD $443,211
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $54,868
Amount paid for insurance broker fees0
Insurance broker organization code?3
SHELTERPOINT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 89958 )
Policy contract number30195
Policy instance 2
Insurance contract or identification number30195
Number of Individuals Covered143
Insurance policy start date2021-10-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $39,564
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $179,838
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25,177
Amount paid for insurance broker fees0
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number22548
Policy instance 1
Insurance contract or identification number22548
Number of Individuals Covered353
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $67,772
Total amount of fees paid to insurance companyUSD $4,348
Dental Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT, ACCIDENT, CRITICAL ILLNESS
Welfare Benefit Premiums Paid to CarrierUSD $357,536
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $43,623
Amount paid for insurance broker fees4348
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
SHELTERPOINT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 89958 )
Policy contract number30195
Policy instance 2
Insurance contract or identification number30195
Number of Individuals Covered193
Insurance policy start date2021-01-01
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $37,616
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $170,980
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,937
Amount paid for insurance broker fees0
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number479874
Policy instance 1
Insurance contract or identification number479874
Number of Individuals Covered287
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $55,691
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $313,442
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $39,788
Amount paid for insurance broker fees0
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number000BB604
Policy instance 2
Insurance contract or identification number000BB604
Number of Individuals Covered357
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $115,321
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedSHORT TERM DISABILITY OPTIONAL LIF
Welfare Benefit Premiums Paid to CarrierUSD $526,023
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $74,603
BLUE CROSS BLUE SHIELD OF ALABAMA (National Association of Insurance Commissioners NAIC id number: 55433 )
Policy contract number12329
Policy instance 1
Insurance contract or identification number12329
Number of Individuals Covered331
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Other welfare benefits providedBABY YOURSELFAIRMED
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number000BB604
Policy instance 2
Insurance contract or identification number000BB604
Number of Individuals Covered516
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $63,498
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedSHORT TERM DISABILITY OPTIONAL LIF
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 number12329
Policy instance 1
Insurance contract or identification number12329
Number of Individuals Covered551
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Other welfare benefits providedBABY YOURSELF
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 number12329
Policy instance 1
Insurance contract or identification number12329
Number of Individuals Covered538
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Other welfare benefits providedAIR MEDICAL SERVICESDISEASE MGMT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number000BB604
Policy instance 2
Insurance contract or identification number000BB604
Number of Individuals Covered514
Insurance policy start date2017-09-01
Insurance policy end date2018-08-31
Total amount of commissions paid to insurance brokerUSD $61,466
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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