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Original filing (PDF)20250925150723NAL0003608851001
SW GENERAL, INC., DBA SOUTHWEST AMBULANCE
Form 5500
FILING_RECEIVED
SOUTHWEST AMBULANCE PENSION PLAN
Defined-benefit pension plan
Signals · 2
41% in single holdingNo recordkeeper disclosed
Active participants
184
Accounts w/ balance
0
Plan assets (EOY)
$24.1M
Net assets (EOY)
$24.1M
How this plan invests
This plan
10 pooled trusts
Schedule D
8 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
83
/ 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
80
Total plan cost
65
Vendor stack
55
Participation health
100
Knocking points off
- Top holding "Duration Separate Account-Z * Principal Life Insurance Company Principal LDI Long" is 41% of plan.
- 74 bps in Schedule C fees — 155% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SW GENERAL, INC., DBA SOUTHWEST AMBULANCE.
Plan sponsor
Name
SW GENERAL, INC., DBA SOUTHWEST AMBULANCE
EIN
86-0434455
Address
6501 S FIDDLERS GREEN CIR STE 100 · GREENWOOD VILLAGE, CO · 80111
Phone
(303) 495-1310
Industry
Health Care & Social Assistancesee 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
2025-09-25
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $154K | — |
Accountant / Auditor
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY | 39-0859910 | — | ACCOUNTANT | $15K | — |
| CREATIVE PLANNING LLC | 84-4519624 | — | ACCOUNTANT | $10K | — |
Investments
4 direct securities · 10 pooled funds· $33.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Pooled Separate Account
$22.5M
10 holdings
Uncategorized
$10.7M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LDI LONG DURATION SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 104 | Pooled Separate Account | — | $9.7M | $9.2M | 38.2% | |
| Account-Z * Principal Life Insurance Company Principal Large Cap S&P 500 | — | — | $3.4M | $4.7M | 19.6% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $4.7M | 19.6% | |
| Index Separate Account-Z * Principal Life Insurance Company Principal LDI Extended | — | — | $6.1M | $4.1M | 17.0% | |
| PRIN LDI EXT DUR SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 129 | Pooled Separate Account | — | — | $4.1M | 17.0% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | $1.8M | $1.9M | 7.9% | |
| Property Separate Account-Z * Principal Life Insurance Company Principal Diversified International | — | — | $1.4M | $1.6M | 6.7% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $1.6M | 6.7% | |
| PRINCIPAL OVERSEAS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 116 | Pooled Separate Account | — | $435K | $570K | 2.4% | |
| Separate Account-Z * Principal Life Insurance Company Principal Mid Cap S&P 400 | — | — | $244K | $290K | 1.2% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $290K | 1.2% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | $99K | $110K | 0.5% | |
| PRIN LDI INTRM DUR SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 128 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN ORG EMG MKTS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 178 | Pooled Separate Account | — | — | $0 | <0.1% |