Swift Pension Plan — Form 5500 plan (Society For Worldwide Interbank Financial Telecommunication, Inc.)

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, Swift Pension Plan is a benefit plan reported by Society For Worldwide Interbank Financial Telecommunication, Inc. under EIN 54-1106980 and plan number 001. The latest loaded filing year is 2023. The filing reports 562 participants and $225,509,318 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Society For Worldwide Interbank Financial Telecommunication, Inc.
EIN
54-1106980
Plan number
001
Plan type
2
Location
Culpeper, VA
Latest filing year
2023
Participants
562
End-of-year plan assets
$225,509,318

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023562H, C20240919160217NAL0006418769001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$225,509,318
Total liabilities (EOY)
$0
Net assets (EOY)
$225,509,318
Net assets (BOY)
$203,020,436

Income & contributions

Total contributions
$0
Total income / additions
$29,361,263

Expenses & distributions

Benefits paid
$6,851,317
Administrative expenses
$21,064
Total expenses
$6,872,381
Net increase / (decrease)
$22,488,882

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insur Co Of AmericaNONE$21,064$02023

Related Form 5500 pages