2023 Form 5500 filing — Southwest Health Benefits Fund
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 20241014170534NAL0013663491001) for Southwest Health Benefits Fund, reported by Board Of Trustees - Southwest Health Benefits Fund under EIN 75-6012126 and plan number 501. It reports 313 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014170534NAL0013663491001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees - Southwest Health Benefits Fund
- EIN
- 75-6012126
- Plan number
- 501
- Location
- Houston, TX
- Participants
- 313
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,095,133
- Total liabilities (EOY)
- $676,715
- Net assets (EOY)
- $8,418,418
- Employer contributions
- $2,187,053
- Participant contributions
- $13,043
- Total income / additions
- $2,817,118
- Benefits paid
- $1,451,723
- Administrative expenses
- $315,546
- Total expenses
- $1,767,269
- Net increase / (decrease)
- $1,049,849
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bluecross Blueshield Of Illinois | NONE | $96,421 | $0 |
| Benefit Resources, Inc | NONE | $74,121 | not reported in the loaded dataset |
| Sei Private Trust Company | NONE | $36,230 | not reported in the loaded dataset |
| Robein, Urann, Spencer, Picard & Ca | NONE | $29,243 | not reported in the loaded dataset |
| Needles & Associates, LLC | NONE | $28,656 | not reported in the loaded dataset |
| Segal | NONE | $25,313 | not reported in the loaded dataset |