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Southwest Retirement and Cash Balance Plan Overview

Type
Private Sector Pension Fund
Year Founded

General Information

The Southwest Retirement and Cash Balance Plan is a retirement plan originally established on August 1, 1954, for employees of Southwest Community Health System, Southwest General Health Center, and its affiliated entities. The plan was most recently restated in 2016, with benefit accruals ceasing as of December 31, 2015. It provides a summary of employee rights, benefits, and obligations under the plan.

Contact Information

Year Founded:

Investment Focus & Strategy

Open To First Time Funds:
Institution Type:
Private Sector Pension Fund

Leadership & Principals

Corporate Office:
18697 Bagley Road

Portfolio & Notable Allocations

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