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Original filing (PDF)20251014121510NAL0001358787001
SOUTHERN BENEFIT ADMINISTRATORS INC.
Form 5500
FILING_RECEIVED
SBAI PROFIT SHARING AND RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
205
Accounts w/ balance
225
Plan assets (EOY)
$25.4M
Net assets (EOY)
$25.4M
How this plan invests
This plan
21 pooled trusts
Schedule D
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOUTHERN BENEFIT ADMINISTRATORS INC..
Plan sponsor
Name
SOUTHERN BENEFIT ADMINISTRATORS INC.
EIN
62-1116095
Address
2001 CALDWELL DRIVE · GOODLETTSVILLE, TN · 37072
Phone
(615) 859-0131
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
DANIELS IRWIN & AYLOR
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ASSOCIATES INCORPORATED | 95-2755361 | — | INVESTMENT ADVISOR | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $2K | — |
Investments
11 direct securities · 21 pooled funds· $26.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Pooled Separate Account
$21.9M
21 holdings
Uncategorized
$4.5M
11 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LGCAP S&P 500 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $4.9M | 19.4% | |
| PRIN LIFETIME 2040 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $2.2M | 8.8% | |
| PRIN CORE PLUS BD ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $2.1M | 8.3% | |
| PRIN LIFETIME 2020 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $2.0M | 7.7% | |
| PRIN SMCAP S&P 600 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $1.5M | 6.0% | |
| PRIN LARGECAP VALUE III SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 068 | Pooled Separate Account | — | — | $1.3M | 5.2% | |
| [DFE: PRINCIPAL LIFETIME STRATEGIC INCOME SEPARATE ACCOUNT (extraction pending)] | — | — | — | $1.2M | 4.7% | |
| PRIN LIFETIME STRAT INC SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $1.2M | 4.7% | |
| PRIN LIQUID ASSETS SEP ACCT -13 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $1.1M | 4.5% | |
| PRIN LIFETIME 2030 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $1.1M | 4.4% | |
| PRIN LIFETIME 2050 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $1.1M | 4.2% | |
| [DFE: PRINCIPAL DIVERSIFIED INTERNATIONAL SEPARATE ACCOUNT (extraction pending)] | — | — | — | $976K | 3.8% | |
| PRIN DIVERSIFIED INT'L SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $976K | 3.8% | |
| [DFE: PRINCIPAL MIDCAP S&P 400 INDEX SEPARATE ACCOUNT M (extraction pending)] | — | — | — | $753K | 3.0% | |
| PRIN MID CAP S&P 400 IDX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $753K | 3.0% | |
| [DFE: PRINCIPAL LIFETIME 2035 SEPARATE ACCOUNT (extraction pending)] | — | — | — | $519K | 2.0% | |
| PRIN LIFE TIME 2035 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $519K | 2.0% | |
| [DFE: PRINCIPAL LIFETIME 2025 SEPARATE ACCOUNT (extraction pending)] | — | — | — | $467K | 1.8% | |
| PRIN LIFE TIME 2025 SEP ACCT -R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | — | $467K | 1.8% | |
| [DFE: PRINCIPAL LIFETIME 2045 SEPARATE ACCOUNT (extraction pending)] | — | — | — | $244K | 1.0% | |
| PRIN LIFE TIME 2045 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | — | $244K | 1.0% | |
| [DFE: PRINCIPAL LIFETIME 2060 SEPARATE ACCOUNT (extraction pending)] | — | — | — | $120K | 0.5% | |
| PRIN LIFE TIME 2060 SEP ACCT -R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $120K | 0.5% | |
| [DFE: PRINCIPAL LIFETIME 2055 SEPARATE ACCOUNT (extraction pending)] | — | — | — | $102K | 0.4% | |
| PRIN LIFE TIME 2055 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $102K | 0.4% | |
| [DFE: PRINCIPAL LIFETIME 2065 SEPARATE ACCOUNT (extraction pending)] | — | — | — | $35K | 0.1% | |
| PRIN LIFE TIME 2065 SEP ACCT -R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | — | $35K | 0.1% | |
| [DFE: PRINCIPAL LIFETIME 2015 SEPARATE ACCOUNT (extraction pending)] | — | — | — | $34K | 0.1% | |
| PRIN LIFE TIME 2015 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | — | — | $34K | 0.1% | |
| [DFE: PRINCIPAL LIFETIME 2070 SEPARATE ACCOUNT (extraction pending)] | — | — | — | $5K | <0.1% | |
| PRIN LIFE TIME 2070 SEP ACCT -R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $5K | <0.1% | |
| PRIN LIFETIME 2010 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 075 | Pooled Separate Account | — | — | $0 | <0.1% |