2023 Form 5500 filing — Health Benefit Plan For The Employees Of Southwest Ltc, Ltd.
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 20250423133928NAL0005929265001) for Health Benefit Plan For The Employees Of Southwest Ltc, Ltd., reported by Southwest Ltc, Ltd. under EIN 42-1582249 and plan number 501. It reports 291 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250423133928NAL0005929265001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southwest Ltc, Ltd.
- EIN
- 42-1582249
- Plan number
- 501
- Location
- Plano, TX
- Participants
- 291
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,064,211
- Total liabilities (EOY)
- $1,606,683
- Net assets (EOY)
- -$542,472
- Employer contributions
- $1,058,457
- Participant contributions
- $888,120
- Total income / additions
- $1,946,577
- Benefits paid
- $3,453,493
- Administrative expenses
- $277,354
- Total expenses
- $3,730,847
- Net increase / (decrease)
- -$1,784,270
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Insurance Management Services | THIRD PARTY ADMIN | $103,447 | not reported in the loaded dataset |
| American Health Holding | TELAMED | $10,094 | not reported in the loaded dataset |
| Pcm Rx Management | RX MANAGEMENT | $7,773 | not reported in the loaded dataset |