Southwest Service Administrators — Form 5500 Schedule C service provider compensation

Reported service provider summary

According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Southwest Service Administrators is reported as a service provider on 44 loaded Form 5500 filing(s) across 39 plan sponsor(s) and 43 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $22,127,225 and reported indirect compensation totals $153,104.

Reported compensation summary

Reported direct compensation
$22,127,225
Reported indirect compensation
$153,104
Total reported compensation
$22,280,329
Filings
44
Plan sponsors
39
Plans
43
Latest filing year
2023

Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.

Top plan sponsors by reported compensation

Plan sponsors reporting the most compensation to Southwest Service Administrators
SponsorStatePlansReported compensation
Board Of Trustees, United Food And CommercialAZ1$7,730,994
Teamsters Western Region And New Jersey Health Care FundAZ2$5,536,572
Southwest MulticraftNM1$1,165,626
Board Of Trustees, Utah-Idaho Teamsters Security FundAZ1$1,026,618
Board Of Trustees Of Central Texas Health And Benefit FundNM1$989,593
Board Of Trustees, Desert States Employers & UfcwAZ1$790,879
Board Of Trustees Retail Food Employers & Ufcw Local 711 PensionUT1$765,288
Board Of Trustees Texas Pipe Trades Health Benefit PlanTX1$411,210
Board Of Trustees Arizona Sheet MetalAZ1$360,362
Board Of Trustees Arizona Laborers & Teamsters Pension Trust FundAZ2$327,723

State footprint

Plans reporting Southwest Service Administrators are sponsored in AZ (23), NM (11), UT (4), TX (3), OK (2).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Board Of Trustees, United Food And CommercialUnited Food And Commercial Workers And Employers Arizona Health And Welfare Trust2023$7,730,994not reported in the loaded dataset
Teamsters Western Region And New Jersey Health Care FundTeamsters Western Region And New Jersey Health Care Fund Active Plan2023$5,000,099not reported in the loaded dataset
Southwest MulticraftSouthwest Multicraft Health & Welfare Trust Fund2023$1,165,626not reported in the loaded dataset
Board Of Trustees, Utah-Idaho Teamsters Security FundUtah-Idaho Teamsters Security Fund2023$1,026,618$0
Board Of Trustees Of Central Texas Health And Benefit FundCentral Texas Health And Benefit Plan2023$989,593not reported in the loaded dataset
Board Of Trustees, Desert States Employers & UfcwDesert States Employers & Ufcw Unions Pension Plan2023$790,879not reported in the loaded dataset
Board Of Trustees Retail Food Employers & Ufcw Local 711 PensionRetail Food Employers & Ufcw Local 711 Pension2023$765,288not reported in the loaded dataset
Board Of Trustees Texas Pipe Trades Health Benefit PlanTexas Pipe Trades Health Benefit Plan2023$411,210not reported in the loaded dataset
Teamsters Western Region And New Jersey Health Care FundTeamsters Western Region And New Jersey Health Care Fund Retiree Plan2023$363,763not reported in the loaded dataset
Board Of Trustees Arizona Sheet MetalArizona Sheet Metal Trade Trust Fund2023$360,362not reported in the loaded dataset
Board Of Trustees Of Sheet Metal Workers 49 Family Health PlanSheet Metal Workers Local 49 Family Health Plan2023$316,251not reported in the loaded dataset
Utah Sheet Metal Welfare FundUtah Sheet Metal Welfare Trust Fund2023$299,986not reported in the loaded dataset
Operating Engineers' Local No. 428 Health And Welfare Trust FundOperating Engineers' Local No. 428 Health And Welfare Trust Fund2023$290,631not reported in the loaded dataset
Board Of Trustees Arizona Laborers & Teamsters Pension Trust FundArizona Laborers & Teamsters Pension Trust Fund2023$236,727not reported in the loaded dataset
Board Of Trustees, Utah-Idaho Teamsters Retirees'Utah-Idaho Teamsters Retirees' Trust2023$208,124$0
Board Of Trustees - Plumbers & Pipefitters Lu 286 Health & Welfare FunPlumbers & Pipefitters L.U. 286 Health & Welfare Fund2023$197,601not reported in the loaded dataset
Teamsters Western Region And New Jersey Health Care FundTeamsters Western Region And New Jersey Health Care Fund Active Plan2023$172,710not reported in the loaded dataset
Trustees Of South Florida Electrical Workers Pension PlanSouth Florida Electrical Workers Pension Plan2023$156,547not reported in the loaded dataset
Teamsters Local 2727 Retiree Medical Benefits TrustTeamsters Local 2727 Retiree Medical Benefits Trust2023$0$153,104
Trustees, Plumbers And Pipefitters Local 430 H&WPlumbers And Pipefitters Local 430 H&W Fund2023$145,766not reported in the loaded dataset
Board Of Trustees I.B.E.W. Local 769 Mgmt Pension Plan AI.B.E.W. Local 769 Management Pension Plan A2023$136,348not reported in the loaded dataset
Joint Board Of Trustees Of U.A.A.P. 142 Pension PlanU.A.P.P. Local Union No.142 Pension Plan2023$112,871not reported in the loaded dataset
Board Of Trustees, Butcher And Provision WorkersButcher And Provision Workers Pension Fund Of Southern California2023$112,466not reported in the loaded dataset
Ibew Local No. 60 Pension Plan Trust FundIbew Local No. 60 Pension2023$93,120not reported in the loaded dataset
Board Of Trustees Arizona Sheet Metal Pension Trust FundArizona Sheet Metal Pension Trust Fund2023$91,573not reported in the loaded dataset
Board Of Trustees Arizona Laborers & Teamsters Annuity PlanArizona Laborers & Teamsters Annuity Plan2023$90,996not reported in the loaded dataset
New Mexico Electricians Retirement Benefit FundNew Mexico Electricians Retirement Benefit Fund2023$90,782not reported in the loaded dataset
Board Of Trustees Of Ibew Local Union No. 520 Annuity Trust FundIbew Local Union No. 520 Annuity Plan2023$87,447not reported in the loaded dataset
Board Of Trustees - Arizona Bricklayers Pension Trust FundArizona Bricklayers Pension Trust Fund2023$86,850not reported in the loaded dataset
B Of T Ibew Local Nos 570 & 518 And Southern Az Chap Neca Pension PlanIbew Local Nos 570 & 518 And Southern Az Chapt Neca Pension Plan2023$79,985not reported in the loaded dataset
Phoenix Painters' Pension Trust FundPhoenix Painters' Pension Trust Fund2023$70,624not reported in the loaded dataset
Utah Sheet Metal Pension TrustUtah Sheet Metal Pension Trust2023$58,408not reported in the loaded dataset
Operating Engineers Local 428 Annuity Trust FundOperating Engineers Local 428 Annuity Trust Fund2023$57,151not reported in the loaded dataset
Operating Engineers Local 428 Pension TrustOperating Engineers Local 428 Pension Trust2023$54,763not reported in the loaded dataset
Nm State Conference Of The Masons' Pension Trust FundNm State Conference Of The Operative Plasterers' & Cement Masons' Pension Trust Fund2023$44,329not reported in the loaded dataset
Board Of Trustees Phoenix Painting Industry Health And Welfare Tr FundPhoenix Painting Industry Health And Welfare Trust2023$43,720not reported in the loaded dataset
B Of T Ibew Local Nos 570 & 518 And Southern Az Chap Neca Annuity PlanIbew Local Nos 570 & 518 And Southern Az Chap Neca Annuity2023$30,950not reported in the loaded dataset
Board Of Trustees - Colorado Cement Masons Pension Trust FundColorado Cement Masons Pension Trust Fund2023$30,000not reported in the loaded dataset
Trustees Of The Utah Bakers Pension Trust FundUtah Bakers Pension Trust Fund2023$29,473not reported in the loaded dataset
Board Of Trustees Sm Workers Local 49 Defined Contribution PlanSm Workers Local 49 Defined Contribution Pension Plan2023$28,247not reported in the loaded dataset
Operating Engineers' Local No. 428 Vacation Savings Trust FundOperating Engineers' Local No. 428 Vacation Savings Trust Fund2023$23,496not reported in the loaded dataset
Plumbers & Steamfitters Local 146 Pension PlanPlumbers & Steamfitters Local 146 Pension Plan2023$22,601not reported in the loaded dataset
San Antonio Electrical Vacation TrusSan Antonio Electrical Vacation Trust2023$14,000$0
Trustees, Oklahoma State Pipe Trades Annuity FundOklahoma State Pipe Trades Annuity Fund2023$8,250not reported in the loaded dataset

Related Form 5500 pages