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Sponsor portfolio

TOUCHPOINT, INC.

EIN 23-1287596-mechanical or industrial engineering-Latest filing 2025
Plans
4
Retirement
2
$249.0M assets
Welfare
2
$2K premiums
Participants
2,145
PO BOX 0116 - CONCORDVILLE, PA 193310116610-459-4000southco.comLinkedIn1001-5000 employeesmechanical or industrial engineering
Plans on this EIN
4 filings
#002TraditionalDB-$147.5M - 1,083 part#005ESOP-$101.4M - 716 part#511Fully Insured-$2K - 170 lives#504Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $249.0M assets / 1,799 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • OF SOUTHCO, INC. (#002)59%
  • EMPLOYEE STOCK OWNERSHIP (#005)41%
Total $249.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • OF SOUTHCO, INC. (#002)1,083
  • EMPLOYEE STOCK OWNERSHIP (#005)716
Total 1,799Click row to drill in

Benefits portfolio analytics

2 plans / $2K premiums / 170 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • SYMETRA LIFE INSURANCE COMPANY100%
Total $2K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

PENSION PLAN FOR EMPLOYEES OF SOUTHCO, INC.

TraditionalDB

Assets$147.5M
Participants1,083
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

TOUCHPOINT, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$101.4M
Participants716
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#511

SOUTHCO, INC. RETIREE BENEFIT PLAN

Fully Insured - SYMETRA LIFE INSURANCE COMPANY

Premiums$2K
Covered lives170
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

SOUTHCO, INC.HEALTH REIMBURSEMENT ARRANGMENT RETIREE MEDICAL ACCOUNT

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002PENSION PLAN FOR EMPLOYEES OF SOUTHCO, INC.TraditionalDB$147.5M1,0832024
005TOUCHPOINT, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$101.4M7162025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
511SOUTHCO, INC. RETIREE BENEFIT PLANFully InsuredSYMETRA LIFE INSURANCE COMPANY$2K1702025
504SOUTHCO, INC.HEALTH REIMBURSEMENT ARRANGMENT RETIREE MEDICAL ACCOUNTSelf Funded-$002025
Retirement plans
Welfare plans
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