Filings through .
Southern Benefit Administrators
Matched across 5 name variants in the filings
Southern Benefit Administrators summary
Southern Benefit Administrators appears on 66 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $22.8B in assets for 347,316 participants. The median client plan holds $46.2M. Most client plans are sponsored in TN, VA and CA. The largest clients by plan assets are Board of Trustees of the Western States Carpenters Pension Trust, Board of Trustees - Southern Electrical Retirement Fund and Board of Trustees of the Southern District Ubc Defined Contribution Fu. Plans reported $6.3M in direct and indirect compensation paid to Southern Benefit Administrators. The median is $52K per plan.
- Participants
- 347,316
- Median plan assets
- $46.2M
- Median plan participants
- 1,163
- Median fees per plan
- $52K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
- CAParticipants 178,331
- TNParticipants 28,803
- TNParticipants 42,841
- TNParticipants 2,336
- TNParticipants 2,022
- TNParticipants 3,163
- TNParticipants 1,910
- TNParticipants 2,600
- TNParticipants 2,153
- TNParticipants 1,978
- TNParticipants 1,221
- TNParticipants 1,831
- TNParticipants 1,475
- TNParticipants 1,996
- TNParticipants 1,861
- TNParticipants 1,838
- TNParticipants 1,429
- TNParticipants 1,325
- TNParticipants 916
- TNParticipants 934
- TNParticipants 1,297
- TNParticipants 1,292
- VAParticipants 1,038
- TNParticipants 1,393
- VAParticipants 3,972
Top client states
- TN60 plans
- VA4 plans
- CA2 plans
Frequently asked questions
- Who uses Southern Benefit Administrators?
- 66 retirement plans list Southern Benefit Administrators as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Board of Trustees of the Western States Carpenters Pension Trust, Board of Trustees - Southern Electrical Retirement Fund, Board of Trustees of the Southern District Ubc Defined Contribution Fu, IBEW Local 16, AFL-CIO & Multi- Employer Pension Plan and Trustees of Jacksonville Plumbers and Pipefitters Pension Plan. Most client plans are sponsored in TN, VA and CA.
- How many plans does Southern Benefit Administrators serve?
- Southern Benefit Administrators serves 66 retirement plans with $22.8B in plan assets and 347,316 participants, based on the latest Form 5500 filings through 2024.
- What does Southern Benefit Administrators charge?
- Plans reported $6.3M in total Schedule C compensation paid to Southern Benefit Administrators. The median plan paid $52K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
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- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets
Fund lineups on plans this firm keeps
Large plans that name Southern Benefit Administrators as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| Vanguard | 14 |
| Principal | 11 |
| JPMorgan | 11 |
| ASB Capital Management | 11 |
| BlackRock | 10 |
Target-date series
None.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.