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Original filing (PDF)20250905102225NAL0017028673001
SOCIETY FOR WORLDWIDE INTERBANK FINANCIAL TELECOMMUNICATION, INC.
Form 5500
FILING_RECEIVED
SWIFT PENSION PLAN
Defined-benefit pension plan
Signals · 2
38% in single holdingNo recordkeeper disclosed
Active participants
165
Accounts w/ balance
—
Plan assets (EOY)
$216.4M
Net assets (EOY)
$216.4M
How this plan invests
This plan
3 pooled trusts
Schedule D
10 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
81
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Wellington CIF II US Inv Grd Corp Lng Bd Collective trust fund" is 38% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOCIETY FOR WORLDWIDE INTERBANK FINANCIAL TELECOMMUNICATION, INC..
Plan sponsor
Name
SOCIETY FOR WORLDWIDE INTERBANK FINANCIAL TELECOMMUNICATION, INC.
EIN
54-1106980
Address
P.O. BOX 2005 · CULPEPER, VA · 227016100
Phone
(703) 365-6413
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-05
Pension benefit codes
1A · Pay-related DB formula
1E · Section 401(h) arrangement
Audit & trust (Schedule H)
Auditor
PRICEWATERHOUSECOOPERS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSUR CO OF AMERICA | 84-0467907 | — | NONE | $45K | — |
Investments
8 direct securities · 3 pooled funds· $216.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$114.8M
8 holdings
Common Collective Trust
$101.2M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| WELLINGTON CIF II US INV GRD CORP L WELLINGTON MANAGEMENT GROUP LLP · EIN 04-2683227 / PN 000 | Common Collective Trust | — | $84.0M | $83.1M | 38.4% | |
| Vanguard Long-Term Treasury Idx Instl Mutual fund | — | — | $36.8M | $35.9M | 16.6% | |
| PIMCO Long-Term Credit Bond Inst Mutual fund | — | — | $23.7M | $23.6M | 10.9% | |
| IR+M INTERMEDIATE COLLECTIVE B IR&M TRUST COMPANY · EIN 04-2955404 / PN 000 | Common Collective Trust | — | $17.5M | $18.1M | 8.4% | |
| T. Rowe Price U.S. Equity Research I Mutual fund | — | — | $8.6M | $16.2M | 7.5% | |
| JPMorgan US Equity Institutional Mutual fund | — | — | $10.6M | $16.0M | 7.4% | |
| Pimco Long Duration Total return Mutual fund | — | — | $12.0M | $10.1M | 4.7% | |
| DFA US Small Cap Mutual fund | — | — | $4.5M | $6.5M | 3.0% | |
| Dodge & Cox International Stock Mutual fund | — | — | $4.9M | $5.6M | 2.6% | |
| Fidelity Government Money Market Mutual fund | — | — | $923K | $923K | 0.4% | |
| SEI LONG DURATION FUND CT-1 SEI TRUST COMPANY · EIN 47-1059393 / PN 015 | Common Collective Trust | — | — | $0 | <0.1% |