2023 Form 5500 filing — Swift Pension 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 20240919160217NAL0006418769001) for Swift Pension Plan, reported by Society For Worldwide Interbank Financial Telecommunication, Inc. under EIN 54-1106980 and plan number 001. It reports 562 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$225.5MReported net assets$225,509,318
Participants562
Provider compensation$21.1K1 Schedule C row(s)$21,064
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240919160217NAL0006418769001
- Plan sponsor
- Society For Worldwide Interbank Financial Telecommunication, Inc.
- EIN
- 54-1106980
- Plan number
- 001
- Location
- Culpeper, VA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$225.5M total assets
Net assets$225.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $225,509,318
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $225,509,318
- Total income / additions
- $29,361,263
- Benefits paid
- $6,851,317
- Administrative expenses
- $21,064
- Total expenses
- $6,872,381
- Net increase / (decrease)
- $22,488,882
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insur Co Of America | NONE | $21,064 | $0 |