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Original filing (PDF)20251013120754NAL0000581987001
SOUTHERN STAR CENTRAL GAS PIPELINE, INC.
Form 5500
FILING_RECEIVED
SOUTHERN STAR RETIREE MEDICAL COVERAGE PLAN
Health & welfare plan
Signals · 3
60% in single holdingNo recordkeeper disclosed6 service providers
Active participants
282
Accounts w/ balance
—
Plan assets (EOY)
$37.9M
Net assets (EOY)
$37.7M
How this plan invests
This plan
15 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "PIMCO" is 60% of plan.
- 47 bps in Schedule C fees — 62% above peer band of 29 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
505
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4E · Vision
Audit & trust (Schedule H)
Auditor
DEAN DORTON ALLEN FORD, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsBroker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES | 33-0785439 | — | BROKER | $29K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| U.S. BANK | 31-0841368 | — | TRUSTEE | $21K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RUDD & WILSON | — | OAKBROOK, IL | ACTUARY | $9K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VERISOURE SERVICES, INC. | 76-0554001 | — | NONE | $55K | — |
| UNITED HEALTHCARE SERVICES, INC. | 41-1289245 | — | CLAIMS PROCESSOR | $42K | — |
| DEAN DORTON | 27-3858252 | — | NONE | $23K | — |
Investments
15 direct securities· $37.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PIMCO | — | — | $22.6M | $22.7M | 59.9% | |
| PGIM | — | — | $5.8M | $5.7M | 14.9% | |
| First American | — | — | $5.3M | $5.3M | 13.9% | |
| Fidelity | — | — | $3.6M | $3.3M | 8.8% | |
| T. Rowe Price | — | — | $115K | $115K | 0.3% | |
| Fidelity | — | — | $110K | $111K | 0.3% | |
| Putnam | — | — | $116K | $107K | 0.3% | |
| Fidelity | — | — | $82K | $77K | 0.2% | |
| Victory | — | — | $65K | $58K | 0.2% | |
| PIMCO | — | — | $52K | $52K | 0.1% | |
| Vanguard | — | — | $50K | $49K | 0.1% | |
| Fidelity | — | — | $47K | $48K | 0.1% | |
| Dfa Emerging Markets | — | — | $38K | $36K | <0.1% | |
| Artisan | — | — | $36K | $34K | <0.1% | |
| Mfs International | — | — | $49 | $33K | <0.1% |