Employer plans run by Southwest Service Administrators
Southwest Service Administrators is the recordkeeper or administrator on the latest annual report of 6 active retirement plans at the large employers on this site, covering 21,277 participants.
Plans
| Employer | Plan | Participants |
|---|---|---|
| Operating Engineers Local 428 Annuity Trust Fund | Operating Engineers Local 428 Annuity Trust Fund | 8,185 |
| IBEW Local Union No. 520 Annuity Trust Fund | IBEW Local Union No. 520 Annuity Plan | 4,683 |
| Butcher and Provision Workers | Butcher and Provision Workers Pension Fund of Southern California | 2,703 |
| South Florida Electrical Workers Pension Plan | South Florida Electrical Workers Pension Plan | 2,348 |
| I.B.E.W. Local 769 MGMT Pension Plan a | I.B.E.W. Local 769 Management Pension Plan a | 1,963 |
| Operating Engineers Local 428 Annuity Trust Fund | Arizona Operating Engineers Pension Plan | 1,395 |
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.