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Original filing (PDF)20251013090115NAL0000420659001
SOUTHERN STAR CENTRAL GAS PIPELINE, INC.
Form 5500
FILING_RECEIVED
SOUTHERN STAR RETIREMENT PLAN (NON-UNION)
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
225
Accounts w/ balance
—
Plan assets (EOY)
$54.1M
Net assets (EOY)
$54.1M
How this plan invests
This plan
19 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 51 bps in Schedule C fees — 220% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOUTHERN STAR CENTRAL GAS PIPELINE, INC..
Plan sponsor
Name
SOUTHERN STAR CENTRAL GAS PIPELINE, INC.
EIN
73-0183220
Address
4700 STATE ROUTE 56 · OWENSBORO, KY · 42301
Phone
(270) 852-5000
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
007
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
1A · Pay-related DB formula
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DEAN DORTON ALLEN FORD, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RUDD AND WISDOM, INC. | 74-1896655 | — | NONE | $172K | — |
| ADVANCED CAPITAL GROUP | 41-1921960 | — | NONE | $32K | — |
| SAGEVIEW ADVISORY INVESTMENT | 33-0818667 | — | NONE | $23K | — |
| FROST BROWN TODD, LLP | 61-0722001 | — | NONE | $18K | — |
| US BANK, N.A. | 31-0841368 | — | NONE | $16K | — |
| DEAN DORTON ALLEN FORD, PLLC | 27-3858252 | — | NONE | $15K | — |
Investments
19 direct securities· $82.9M(100% of reported assets)
Uncategorized
$70.6M
18 holdings
Mutual Funds
$12.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Selling | — | — | — | $18.0M | 33.3% | |
| PGIM Return Bond Cl R6 | Mutual Funds | — | $12.7M | $12.4M | 22.9% | |
| Purchase | — | — | $18.0M | $11.5M | 21.3% | |
| PIMCO Short Term Fund Instl Cl | — | — | $5.6M | $5.6M | 10.4% | |
| Fidelity 500 Index Fund | — | — | $4.8M | $4.8M | 8.9% | |
| T. Rowe Price Large Cap Growth I | — | — | $3.9M | $3.9M | 7.2% | |
| Sale | — | — | — | $3.8M | 7.0% | |
| Putnam Large Cap Value R6 | — | — | $4.0M | $3.7M | 6.9% | |
| Artisan Value Fund Ins | — | — | $3.6M | $3.3M | 6.1% | |
| Gain (Loss) $ (h) | — | — | — | $2.4M | 4.4% | |
| Victory Sycamore Established Value | — | — | $2.6M | $2.3M | 4.3% | |
| Vanguard S P Mid Cap 400 Growth Etf | — | — | $2.3M | $2.3M | 4.2% | |
| Fidelity Long Term Treasury Bond | — | — | $2.1M | $2.0M | 3.7% | |
| Fidelity International Index Fund | — | — | $1.8M | $1.7M | 3.1% | |
| Money Market Fund * First American Govt Ob Fd Cl Z - Market price $1.00 | — | — | $1.4M | $1.4M | 2.6% | |
| PIMCO Rae US Small Instl | — | — | $981K | $985K | 1.8% | |
| Fidelity Small Cap Growth K6 | — | — | $920K | $946K | 1.7% | |
| Mfs International New Discovery Fund | — | — | $1.0M | $901K | 1.7% | |
| Dfa Emerging Markets Core Equity I | — | — | $940K | $898K | 1.7% |