Form 5500 · Employee benefit plan · MCLEAN, VA
SOUTHERN MANAGEMENT COMPANIES, LLC
Public Form 5500 records show how SOUTHERN MANAGEMENT COMPANIES, LLC (MCLEAN, VA) structures its employee benefits. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA and 1 other carrier. The plan's most recent policy period ended in April.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 52-1223227 · plan 507 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision, Life, Disability | 1,150 | April | $181,211 |
| CURALINC HEALTHCARE | — | 1,113 | April | $0 |
Questions
Who is SOUTHERN MANAGEMENT COMPANIES, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, SOUTHERN MANAGEMENT COMPANIES, LLC's broker of record is LOCKTON COMPANIES, LLC.
What insurance carrier does SOUTHERN MANAGEMENT COMPANIES, LLC use?
SOUTHERN MANAGEMENT COMPANIES, LLC's benefit plan is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, among 2 disclosed carriers.
When does SOUTHERN MANAGEMENT COMPANIES, LLC's group plan renew?
The most recent Schedule A policy period for SOUTHERN MANAGEMENT COMPANIES, LLC ended in April. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from SOUTHERN MANAGEMENT COMPANIES, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.