South Central Annuity Fund's EIN is 35-2409603.
Download the official 2024 Form 5500 (PDF) for South Central Annuity Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)South Central Annuity Fund's plan includes money-purchase contributions, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC CAPITAL MARKETS | 41-1416330 | MINNEAPOLIS, MN | INVESTMENT ADVISOR | $133K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT RESOURCES INC | 76-0560949 | HOUOSTON, TX | CONTRACT ADMINISTRATOR | $134K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $137.8M | 97.3% | |
| RELIANCE TRUST STABLE VALUE FUND MET LIFE · EIN 06-0974129 / PN 001 | Common Collective Trust | — | — | $1.3M | 0.9% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HARPER AND PEARSON | 74-1695589 | HOUSTON, TX | ACCOUNTANTS | $168K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONNER & WINTERS | 73-1388566 | TULSA, OK | LEGAL | $68K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STEVENS VALUATION SERVICES | 75-1761182 | DALLAS, TX | NONE | $349K | — |
