2023 Form 5500 filing — Southwest Research Institute Employees' Health Care Expense Benefit Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240731122730NAL0021489601001) for Southwest Research Institute Employees' Health Care Expense Benefit Plan, reported by Southwest Research Institute under EIN 74-1070544 and plan number 502. It reports 2,912 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731122730NAL0021489601001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southwest Research Institute
- EIN
- 74-1070544
- Plan number
- 502
- Location
- San Antonio, TX
- Participants
- 2,912
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,410,088
- Net assets (EOY)
- $4,410,088
- Employer contributions
- $21,861,172
- Participant contributions
- $13,118,961
- Total income / additions
- $35,094,908
- Benefits paid
- $34,944,557
- Administrative expenses
- $17,713
- Total expenses
- $34,962,270
- Net increase / (decrease)
- $132,638
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Frost National Bank | TRUSTEE | $17,713 | not reported in the loaded dataset |