Plan5500

South Central Annuity Fund — Form 5500 plan (South Central Annuity Fund)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, South Central Annuity Fund is a benefit plan reported by South Central Annuity Fund under EIN 35-2409603 and plan number 001. The latest loaded filing year is 2023. The filing reports 8,750 participants and $129,002,890 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
South Central Annuity Fund
EIN
35-2409603
Plan number
001
Plan type
1
Location
Houston, TX
Latest filing year
2023
Participants
8,750
End-of-year plan assets
$129,002,890

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20238,750H, C20250115063139NAL0011555955001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$129,002,890
Total liabilities (EOY)
$0
Net assets (EOY)
$129,002,890
Net assets (BOY)
$107,390,041

Income & contributions

Employer contributions
$12,780,102
Total contributions
$12,780,102
Total income / additions
$30,621,765

Expenses & distributions

Benefits paid
$8,251,240
Administrative expenses
$757,676
Total expenses
$9,008,916
Net increase / (decrease)
$21,612,849

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stevens Valuation ServicesNONE$341,033not reported in the loaded dataset2023
Rbc Capital MarketsINVESTMENT ADVISOR$130,922not reported in the loaded dataset2023
Benefit Resources IncCONTRACT ADMINISTRATOR$125,560not reported in the loaded dataset2023
Harper And PearsonACCOUNTANTS$77,700not reported in the loaded dataset2023
Conner & WintersLEGAL$51,257not reported in the loaded dataset2023

Related Form 5500 pages