South Central Annuity Fund retirement plans

South Central Annuity Fund, Houston, TX. EIN 35-2409603. Annual reports 2011–2024.

South Central Annuity Fund has one active retirement plan on file, the South Central Annuity Fund, with 9,320 participants and $142 million in assets in 2024. Stevens Valuation Services has been its recordkeeper since 2011. No traditional pension plan appears in South Central Annuity Fund's filings since 2011.

Active plans: 1
Participants: 9,320
Plan assets: $142 million
401(k) recordkeeper: Stevens Valuation Services
Plans on file: 1
Industry: Construction

The plan

South Central Annuity Fund

Money purchase pensionActiveUnion (multiemployer)

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 35-2409603
Participants (2024): 9,320
Net assets (2024): $142 million
Recordkeeper: Stevens Valuation Services2011–2024
Plan administrator: South Central Annuity Fund
8441 Gulf Freeway #304
Houston, TX 77017
(972) 943-1923As filed for 2024
In effect since: April 1, 2011

Year by year, 2011 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	9,320	$142 million	Stevens Valuation Services
2023	8,884	$129 million	Stevens Valuation Services
2022	8,750	$107 million	Stevens Valuation Services
2021	8,341	$108 million	Stevens Valuation Services
2020	8,082	$99.0 million	Stevens Valuation Services
2019	8,268	$73.2 million	Stevens Valuation Services
2018	6,660	$67.3 million	Stevens Valuation Services
2017	6,672	$56.3 million	Stevens Valuation Services
2016	6,397	$44.8 million	Stevens Valuation Services
2015	6,171	$33.0 million	Stevens Valuation Services
2014	5,777	$24.8 million	Stevens Valuation Services
2013	4,638	$15.8 million	Stevens Valuation Services
2012	3,348	$7.4 million	Stevens Valuation Services
2011	1,544	$1.7 million	Stevens Valuation Services

If you had money in one of these plans

Call Stevens Valuation Services, which runs the South Central Annuity Fund. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((972) 943-1923). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

South Central Annuity Fund

If you had money in one of these plans

What these numbers are

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