Southwest Airlines Pilots' Association Medical And Dental Plan For Specified Pilots — 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 Medical And Dental Plan For Specified Pilots is a benefit plan reported by Southwest Airlines Pilots Association under EIN 75-1711418 and plan number 510. The latest loaded filing year is 2023. The filing reports 8,933 participants and $13,345,250 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southwest Airlines Pilots Association
- EIN
- 75-1711418
- Plan number
- 510
- Plan type
- 2
- Location
- Dallas, TX
- Latest filing year
- 2023
- Participants
- 8,933
- End-of-year plan assets
- $13,345,250
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,933 | H, C | 20241011092326NAL0021583393005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,345,250
- Total liabilities (EOY)
- $895,961
- Net assets (EOY)
- $12,449,289
- Net assets (BOY)
- $15,257,039
Income & contributions
- Participant contributions
- $1,705,949
- Total contributions
- $1,705,949
- Total income / additions
- $3,582,535
Expenses & distributions
- Benefits paid
- $6,020,069
- Administrative expenses
- $370,216
- Total expenses
- $6,390,285
- Net increase / (decrease)
- -$2,807,750
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Resolute Health Care Advisors | ADVOCACY SERVICES | $205,600 | not reported in the loaded dataset | 2023 |
| Sun Life Assurance Company Of Canad | INSURANCE PROVIDER | $102,862 | not reported in the loaded dataset | 2023 |
| Callan Associates | INVESTMENT MANAGEMENT | $22,567 | not reported in the loaded dataset | 2023 |
| Weaver And Tidwell, Llp | ACCOUNTANT | $17,356 | not reported in the loaded dataset | 2023 |
| Symphony | INSURANCE PROVIDER | $10,737 | not reported in the loaded dataset | 2023 |
| Vanguard Fiduciary Trust Company | TRUSTEE | $6,207 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Southwest Airlines Pilots Association
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Dallas, TX
- Resolute Health Care Advisors — Schedule C compensation
- Sun Life Assurance Company Of Canad — Schedule C compensation
- Callan Associates — Schedule C compensation
- Weaver And Tidwell, Llp — Schedule C compensation
- Symphony — Schedule C compensation
- Vanguard Fiduciary Trust Company — Schedule C compensation