Southwest Health Benefits Fund — Form 5500 plan (Board Of Trustees - Southwest Health Benefits Fund)
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 Health Benefits Fund is a benefit plan reported by Board Of Trustees - Southwest Health Benefits Fund under EIN 75-6012126 and plan number 501. The latest loaded filing year is 2023. The filing reports 313 participants and $9,095,133 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees - Southwest Health Benefits Fund
- EIN
- 75-6012126
- Plan number
- 501
- Plan type
- 1
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 313
- End-of-year plan assets
- $9,095,133
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 313 | H, C | 20241014170534NAL0013663491001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,095,133
- Total liabilities (EOY)
- $676,715
- Net assets (EOY)
- $8,418,418
- Net assets (BOY)
- $7,368,569
Income & contributions
- Employer contributions
- $2,187,053
- Participant contributions
- $13,043
- Total contributions
- $2,200,096
- Total income / additions
- $2,817,118
Expenses & distributions
- Benefits paid
- $1,451,723
- Administrative expenses
- $315,546
- Total expenses
- $1,767,269
- Net increase / (decrease)
- $1,049,849
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bluecross Blueshield Of Illinois | NONE | $96,421 | $0 | 2023 |
| Benefit Resources, Inc | NONE | $74,121 | not reported in the loaded dataset | 2023 |
| Sei Private Trust Company | NONE | $36,230 | not reported in the loaded dataset | 2023 |
| Robein, Urann, Spencer, Picard & Ca | NONE | $29,243 | not reported in the loaded dataset | 2023 |
| Needles & Associates, LLC | NONE | $28,656 | not reported in the loaded dataset | 2023 |
| Segal | NONE | $25,313 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees - Southwest Health Benefits Fund
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Bluecross Blueshield Of Illinois — Schedule C compensation
- Benefit Resources, Inc — Schedule C compensation
- Sei Private Trust Company — Schedule C compensation
- Robein, Urann, Spencer, Picard & Ca — Schedule C compensation
- Needles & Associates, LLC — Schedule C compensation
- Segal — Schedule C compensation