2023 Form 5500 filing — South Central Annuity Fund
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250115063139NAL0011555955001) for South Central Annuity Fund, reported by South Central Annuity Fund under EIN 35-2409603 and plan number 001. It reports 8,750 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115063139NAL0011555955001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- South Central Annuity Fund
- EIN
- 35-2409603
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 8,750
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $129,002,890
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $129,002,890
- Employer contributions
- $12,780,102
- Total income / additions
- $30,621,765
- Benefits paid
- $8,251,240
- Administrative expenses
- $757,676
- Total expenses
- $9,008,916
- Net increase / (decrease)
- $21,612,849
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stevens Valuation Services | NONE | $341,033 | not reported in the loaded dataset |
| Rbc Capital Markets | INVESTMENT ADVISOR | $130,922 | not reported in the loaded dataset |
| Benefit Resources Inc | CONTRACT ADMINISTRATOR | $125,560 | not reported in the loaded dataset |
| Harper And Pearson | ACCOUNTANTS | $77,700 | not reported in the loaded dataset |
| Conner & Winters | LEGAL | $51,257 | not reported in the loaded dataset |