2023 Form 5500 filing — Southwest Airlines Pilots' Association Medical And Dental Plan For Specified Pilots
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011092326NAL0021583393005) for Southwest Airlines Pilots' Association Medical And Dental Plan For Specified Pilots, reported by Southwest Airlines Pilots Association under EIN 75-1711418 and plan number 510. It reports 8,933 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011092326NAL0021583393005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southwest Airlines Pilots Association
- EIN
- 75-1711418
- Plan number
- 510
- Location
- Dallas, TX
- Participants
- 8,933
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,345,250
- Total liabilities (EOY)
- $895,961
- Net assets (EOY)
- $12,449,289
- Participant contributions
- $1,705,949
- Total income / additions
- $3,582,535
- Benefits paid
- $6,020,069
- Administrative expenses
- $370,216
- Total expenses
- $6,390,285
- Net increase / (decrease)
- -$2,807,750
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Resolute Health Care Advisors | ADVOCACY SERVICES | $205,600 | not reported in the loaded dataset |
| Sun Life Assurance Company Of Canad | INSURANCE PROVIDER | $102,862 | not reported in the loaded dataset |
| Callan Associates | INVESTMENT MANAGEMENT | $22,567 | not reported in the loaded dataset |
| Weaver And Tidwell, Llp | ACCOUNTANT | $17,356 | not reported in the loaded dataset |
| Symphony | INSURANCE PROVIDER | $10,737 | not reported in the loaded dataset |
| Vanguard Fiduciary Trust Company | TRUSTEE | $6,207 | not reported in the loaded dataset |