Assets by plan
Share of aggregate retirement assets
- OF SOUTHCO, INC. (#002)$149.0M
Filings through .
Southco, Inc.
EIN 23-1287596mechanical or industrial engineeringLatest filing 2025
Plans
4
Retirement
2
$250.4M assets
Health & Benefits
2
$2K premiums
Participants
2,126
210 N. BRINTON LAKE ROAD - CONCORDVILLE, PA 19331610-459-4000southco.comLinkedIn1001-5000 employeesmechanical or industrial engineering
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $250.4M assets / 1,780 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $2K premiums / 170 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
PENSION PLAN FOR EMPLOYEES OF SOUTHCO, INC.
Traditional DB
Assets$149.0M
Participants1,064
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#005
TOUCHPOINT, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$101.4M
Participants716
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#511
SOUTHCO, INC. RETIREE BENEFIT PLAN
Fully insured - SYMETRA LIFE INSURANCE COMPANY
Premiums$2K
Covered lives170
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#504
SOUTHCO, INC.HEALTH REIMBURSEMENT ARRANGMENT RETIREE MEDICAL ACCOUNT
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | PENSION PLAN FOR EMPLOYEES OF SOUTHCO, INC. | Traditional DB | $149.0M | 1,064 | 2025 |
| #005 | TOUCHPOINT, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $101.4M | 716 | 2025 |
- #002 · Traditional DB · 20251,064
- #005 · ESOP · 2025716
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #511 | SOUTHCO, INC. RETIREE BENEFIT PLAN | Fully insured | SYMETRA LIFE INSURANCE COMPANY | $2K | 170 | 2025 |
| #504 | SOUTHCO, INC.HEALTH REIMBURSEMENT ARRANGMENT RETIREE MEDICAL ACCOUNT | Self-funded | - | $0 | 0 | 2025 |
- #511 · Fully insured · SYMETRA LIFE INSURANCE COMPANY · 2025170
- #504 · Self-funded · 20250
Retirement plans
Health & Benefits plans