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Original filing (PDF)20260226080122NAL0003768337001
SOUTHERN STATES COOPERATIVE, INC.
Form 5500
FILING_RECEIVED
SOUTHERN STATES INSURED (MEWA) MEDICAL AND DENTAL PLAN
Health & welfare plan
Signals · 2
~2728 bps in Sched C fees6 service providers
Active participants
504
Accounts w/ balance
—
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.0M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 2728 bps in Schedule C fees — 5147% above peer band of 52 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOUTHERN STATES COOPERATIVE, INC..
Plan sponsor
Name
SOUTHERN STATES COOPERATIVE, INC.
EIN
54-0387200
Address
6606 WEST BROAD STREET · RICHMOND, VA · 23230
Phone
(804) 281-1249
Industry
Wholesale Tradesee all
Plan administrator
Name
EMPLOYEE BENEFITS COMMITTEE
EIN
54-1039650
City
RICHMOND, VA
Phone
(804) 281-1249
Plan characteristics
Plan number
502
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-02-26
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
4E · Vision
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CASTLIGHT HEALTH INC. | 26-1989091 | — | RECORDKEEPING | $36K | — |
| WEX HEALTH INC. | 06-1593514 | — | RECORDKEEPING | $10K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO BANK, N.A. | 94-1347393 | — | TRUSTEE | $5K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANTHEM HEALTH PLANS OF VIRGINIA DBA | 54-0357120 | — | CLAIMS PROCESSING | $160K | — |
| MERCER HEALTH & BENEFITS LLC | 34-2015463 | — | CONSULTING | $99K | — |
| PERSONIFY | 32-0457121 | — | CLAIMS PROCESSING | $27K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.