Southwest Airlines Pilots Association Pilot Mutual Aid Plan — Form 5500 plan (Southwest Airlines Pilots Association)
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 Airlines Pilots Association Pilot Mutual Aid Plan is a benefit plan reported by Southwest Airlines Pilots Association under EIN 75-1711418 and plan number 504. The latest loaded filing year is 2023. The filing reports 8,710 participants and $3,658,498 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$2.6MPlan net assets, end of year$2,596,454
Participants8.7KCovered participants reported8,710
Assets / participant$420Computed: assets ÷ participants$420 (computed)
Provider compensation$14.4K1 Schedule C provider row(s)$14,420
- Plan sponsor
- Southwest Airlines Pilots Association
- EIN
- 75-1711418
- Plan number
- 504
- Plan type
- 2
- Location
- Dallas, TX
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,710 | H, C | 20241014085331NAL0052850498001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$3.7M total assets
Net assets$2.6MLiabilities$1.1M
Full reported line items
Net assets
- Total assets (EOY)
- $3,658,498
- Total liabilities (EOY)
- $1,062,044
- Net assets (EOY)
- $2,596,454
- Net assets (BOY)
- $2,547,604
Income & contributions
- Participant contributions
- $11,685,727
- Total contributions
- $11,685,727
- Total income / additions
- $11,871,042
Expenses & distributions
- Benefits paid
- $11,807,772
- Administrative expenses
- $14,420
- Total expenses
- $11,822,192
- Net increase / (decrease)
- $48,850
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets455%Computed ratio
Benefits paid ÷ total income99%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Weaver & Tidwell Llp | AUDITORS | $14,420 | not reported in the loaded dataset | 2023 |