Plain-English plan 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, Health Benefit Plan For The Employees Of Southwest Ltc, Ltd. is a benefit plan reported by Southwest Ltc, Ltd. under EIN 42-1582249 and plan number 501. The latest loaded filing year is 2023. The filing reports 291 participants and $1,064,211 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,064,211
- Total liabilities (EOY)
- $1,606,683
- Net assets (EOY)
- -$542,472
- Net assets (BOY)
- $1,241,798
Income & contributions
- Employer contributions
- $1,058,457
- Participant contributions
- $888,120
- Total contributions
- $1,946,577
- Total income / additions
- $1,946,577
Expenses & distributions
- Benefits paid
- $3,453,493
- Administrative expenses
- $277,354
- Total expenses
- $3,730,847
- Net increase / (decrease)
- -$1,784,270