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, Southwest Research Institute Employees' Health Care Expense Benefit Plan is a benefit plan reported by Southwest Research Institute under EIN 74-1070544 and plan number 502. The latest loaded filing year is 2023. The filing reports 2,912 participants and $4,410,088 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,410,088
- Net assets (EOY)
- $4,410,088
- Net assets (BOY)
- $4,277,450
Income & contributions
- Employer contributions
- $21,861,172
- Participant contributions
- $13,118,961
- Total contributions
- $34,980,133
- Total income / additions
- $35,094,908
Expenses & distributions
- Benefits paid
- $34,944,557
- Administrative expenses
- $17,713
- Total expenses
- $34,962,270
- Net increase / (decrease)
- $132,638