Southwest Research Institute — Form 5500 filings & benefit plans
Form 5500 plan sponsor 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 (EIN 74-1070544) is a plan sponsor located in San Antonio, TX with 6 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 74-1070544
- Location
- San Antonio, TX
- Loaded plans
- 6
- Total reported participants
- 18,736
- Total reported plan assets (EOY)
- $1,553,831,108
- Plans with financial data
- 2
- Plans with provider compensation
- 2
- Latest filing year
- 2023
Totals aggregate this sponsor's loaded Form 5500 filings only and reflect figures as reported; they are not an audited company total.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Southwest Research Institute Retirement Plan | 003 | 5,868 | $1,549,421,020 | 2023 |
| Southwest Research Institute Employees' Health Care Expense Benefit Plan | 502 | 2,912 | $4,410,088 | 2023 |
| Southwest Research Institute Employees' Insurance Programs | 501 | 3,677 | not reported in the loaded dataset | 2023 |
| Southwest Research Institute Employee Assistance Program | 506 | 2,992 | not reported in the loaded dataset | 2023 |
| Southwest Research Institute Long Term Disability Income Benefits Plan | 503 | 2,844 | not reported in the loaded dataset | 2023 |
| Southwest Research Institute Health Care Reimbursement Plan | 505 | 443 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Southwest Research Institute Employees' Insurance Programs | 3,677 | — | 20240731122730NAL0021489585005 |
| 2023 | Southwest Research Institute Employees' Health Care Expense Benefit Plan | 2,912 | H, C | 20240731122730NAL0021489601001 |
| 2023 | Southwest Research Institute Long Term Disability Income Benefits Plan | 2,844 | — | 20240731122730NAL0021489601002 |
| 2023 | Southwest Research Institute Health Care Reimbursement Plan | 443 | — | 20240731122730NAL0021489601003 |
| 2023 | Southwest Research Institute Employee Assistance Program | 2,992 | — | 20240731122730NAL0021489601004 |
| 2023 | Southwest Research Institute Retirement Plan | 5,868 | H, C | 20240926080749NAL0000361649001 |