Providers › Recordkeeping and administration
Service provider · Schedule C, plan year 2024
Southern Benefit Administrators
Most often reported for recordkeeping and administration
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
Southern Benefit Administrators is named as a service provider on the Schedule C of 58 retirement plans with 100 or more participants for plan year 2024, covering 202,483 participant records. Most often it is reported for recordkeeping and administration.
Reported compensation from those plans, direct and indirect, totalled $5.4M. Per plan, the median was $42.01 per participant, with the middle half of plans between $20.53 and $67.66. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in Tennessee (53), Virginia (4) and California (1).
In 2009 it appeared on 37 such filings; in 2024, 58. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $20.53 | $42.01 | $67.66 |
| Compensation as a share of plan net assets | 0.06% | 0.09% | 0.20% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Southern District Ubc Defined Contribution Fund | Board of Trustees of the Southern District Ubc Defined Contribution F | TN | 51,643 | $1.24B | $528K |
| Southern Electrical Retirement Fund | Board of Trustees - Southern Electrical Retirement Fund | TN | 25,932 | $2.19B | $681K |
| Carpenters Labor-Management Pension Plan | United Brotherhood of Carpenters Labor-Mgmt PF Trustee | CA | 24,299 | $1.18B | $707K |
| Southeast Laborers Supplemental Pension Fund | Board of Trustees - Southeast Laborers Supplemental Pension Fund | TN | 22,832 | $48.7M | $127K |
| Tri-State Carpenters and Joiners Pension Trust Fund | Board of Trustees - Tri-State Carpenters and Joiners Pension | TN | 5,492 | $451M | $382K |
| Iron Workers District Council of Tennessee Valley and Vicinity Annuity Plan | Iron Workers District Council of TN & Vicinity Annuity Plan | TN | 5,317 | $48.5M | $67K |
| Operating Engineers Local No. 147 Annuity Fund | Board of Trustees - Operating Engineers Local No. 147 Annuity | VA | 3,972 | $64.7M | $38K |
| Iron Workers District Council of TN Valley & Vicinity Pension Plan | Iron Workers District Council of TN Valley & Vicinity Pension Plan | TN | 3,203 | $184M | $110K |
| Ironworkers Local 808 Annuity Fund | Trustees of Ironworkers Local 808 Annuity Fund | TN | 2,641 | $47.2M | $14K |
| Plumbers & Pipefitters Local Union No. 572 Pension Fund | Trustees of Plumbers and Pipefitters Local Union No. 572 Pension Fund | TN | 2,600 | $211M | $136K |
| IBEW Local 16, AFL-CIO & Multi- Employer Pension Plan | IBEW Local 16, AFL-CIO & Multi- Employer Pension Plan | TN | 2,331 | $434M | $100K |
| Sheet Metal Workers Local 85 Pension Fund | Sheet Metal Workers Local 85 Pension Fund | TN | 2,148 | $187M | $94K |
| Jacksonville Plumbers and Pipefitters Pension Plan | Trustees of Jacksonville Plumbers and Pipefitters Pension Plan | TN | 2,022 | $321M | $169K |
| U. a. Local Union No. 614 Pension Plan | Trustees - U. a. Local Union No. 614 Pension Plan | TN | 1,978 | $204M | $75K |
| IBEW Local Union No. 915 Pension-Annuity Fund | IBEW Local No. 915 Pension-Annuity Fund | TN | 1,919 | $115M | $44K |
| New Orleans Electrical Annuity Plan | Board of Trustees of the Noe Annuity Plan | TN | 1,917 | $88.3M | $56K |
| Midwest Pipe Trades Retirement Plan | Board of Trustees - Midwest Pipe Trades Retirement Plan | TN | 1,893 | $222M | $85K |
| Electricians Local Union No. 606 Pension-Annuity Fund | Trustees of Electricians Local Union No. 606 Pension-Annuity Fund | TN | 1,850 | $90.8M | $54K |
| Florida Trowel Trades Pension Trust Fund | Florida Trowel Trades Pension Trust Fund | TN | 1,846 | $57.1M | $98K |
| Plumbers & Steamfitters Local 43 Pension Fund | Plumbers & Steamfitters Local 43 Pension Fund | TN | 1,831 | $150M | $92K |
| Iron Workers Local #397 Annuity Fund | Trustees of Iron Workers Local #397 Annuity Fund | TN | 1,678 | $33.5M | $32K |
| Plumbers, Pipefitters and Hvac Technicians Local Union No. 572 Annuity Fund | Trustees of the Plumbers, Pipefitters and Hvac Technicians Local Union | TN | 1,562 | $10.4M | $23K |
| Atlanta Ironworkers Local #387 Pension Plan | Board of Trustees Atlanta Ironworkers Local 387 Pension PL | TN | 1,520 | $132M | $67K |
| New Orleans Electrical Pension Fund | Board of Trustees of the Noe Pension Plan | TN | 1,482 | $52.4M | $164K |
| Plumbers & Steamfitters 150 Profit Sharing Fund | Plumbers & Steamfitters 150 Profit Sharing Fund | TN | 1,454 | $32.5M | $25K |
| Operating Eng. Local 474 Defined Contribution | Operating Eng. Local 474 Defined Contribution | TN | 1,442 | $61.3M | $40K |
| Plumbers & Steamfitters Union Local No. 10 Individual Account Plan | Board of Trustees, Plumbers & Steamfitters Union Local No. 10 | TN | 1,338 | $57.8M | $70K |
| Iron Workers Local #397 Pension Fund | Iron Workers Local #397 Pension Fund | TN | 1,325 | $97.1M | $59K |
| Ironworkers Local 808 Pension Fund | Trustees of Ironworkers Local 808 Pension Fund | TN | 1,297 | $90.8M | $21K |
| Insulators Local No. 37 Retirement Plan | Board of Trustees - Insulators Local No. 37 Retirement Plan | TN | 1,288 | $88.1M | $48K |
| Atlanta Ironworkers Supplemental Retirement Plan | Board of Trustees Atlanta Ironworkers Supplemental Retirem | TN | 1,276 | $5.4M | $25K |
| Plumbers & Steamfitters Local 150 Pension Fund | Plumbers & Steamfitters Local 150 Pension Fund | TN | 1,274 | $166M | $79K |
| Ironworkers Local Union No. 167 Pension Plan | Board of Trustees - Ironworkers Local Union No. 167 Pension Plan | TN | 1,218 | $72.9M | $69K |
| Sheet Metal Workers Local No. 177 Pension Fund | Trustees - Sheet Metal Workers Local No. 177 Pension Fund | TN | 1,215 | $75.6M | $103K |
| Florida Multiemployer 401(k) Plan | Florida Multiemployer 401(k) Plan | TN | 1,023 | $27.3M | $30K |
| Tidewater Electrical Industry Pension Fund | Board of Trustees - Tidewater Electrical Industry Pension Fund | VA | 971 | $65.1M | $84K |
| Plumbers & Steamfitters Local 184 Supplemental Pension Plan | BD of Trustees - Plumbers & Steam- Fitters Local 184 Supplemental | TN | 963 | $81.8M | $57K |
| Sheet Metal Workers Local No. 4 Pension Plan | Sheet Metal Workers Local No. 4 Pension Plan | TN | 921 | $54.3M | $38K |
| Shreveport Electrical Industry Profit Sharing Plan | Shreveport Electrical Industry Profit Sharing Plan | TN | 916 | $94.9M | $57K |
| Allied Workers Local 48 Pension Plan | Board of Trustees of Allied Workers Local 48 Pension Fund | TN | 912 | $34.3M | $69K |
Questions and answers
How many plans does Southern Benefit Administrators serve?
58 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Southern Benefit Administrators?
The median plan reported $42.01 per participant in direct and indirect compensation (58 plans reporting an amount), or 0.09% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Plan Administrator (44 plans), Consulting (general) (24 plans), Contract Administrator (11 plans) and Consulting (pension) (2 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.