2023 Form 5500 filing — Southwest Airlines Pilots Association Pilot Mutual Aid 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 20241014085331NAL0052850498001) for Southwest Airlines Pilots Association Pilot Mutual Aid Plan, reported by Southwest Airlines Pilots Association under EIN 75-1711418 and plan number 504. It reports 8,710 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)$2.6MReported net assets$2,596,454
Participants8.7K8,710
Provider compensation$14.4K1 Schedule C row(s)$14,420
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014085331NAL0052850498001
Plan sponsor
Southwest Airlines Pilots Association
EIN
75-1711418
Plan number
504
Location
Dallas, TX
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)$3.7M total assets
Net assets$2.6MLiabilities$1.1M
Money in vs. money out
Total income / additions$11.9M
Total expenses$11.8M
Benefits paid / distributions$11.8M
Contributions
EmployerNot reported
Participant$11.7M
Full reported line items
Total assets (EOY)
$3,658,498
Total liabilities (EOY)
$1,062,044
Net assets (EOY)
$2,596,454
Participant contributions
$11,685,727
Total income / additions
$11,871,042
Benefits paid
$11,807,772
Administrative expenses
$14,420
Total expenses
$11,822,192
Net increase / (decrease)
$48,850

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Weaver & Tidwell LlpAUDITORS$14,420not reported in the loaded dataset

Related Form 5500 pages