Southwest Transplant Alliance 403(B) Plan — Form 5500 plan (Southwest Transplant Alliance)
Plain-English plan 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, Southwest Transplant Alliance 403(B) Plan is a benefit plan reported by Southwest Transplant Alliance under EIN 75-1469319 and plan number 003. The latest loaded filing year is 2023. The filing reports 392 participants and $9,729,386 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southwest Transplant Alliance
- EIN
- 75-1469319
- Plan number
- 003
- Plan type
- 2
- Location
- Dallas, TX
- Latest filing year
- 2023
- Participants
- 392
- End-of-year plan assets
- $9,729,386
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 392 | H, C | 20241015123233NAL0016393811001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,729,386
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,729,386
- Net assets (BOY)
- $8,077,838
Income & contributions
- Employer contributions
- $25,323
- Participant contributions
- $1,692,490
- Total contributions
- $1,868,527
- Total income / additions
- $3,132,931
Expenses & distributions
- Benefits paid
- $1,428,791
- Administrative expenses
- $52,592
- Total expenses
- $1,481,383
- Net increase / (decrease)
- $1,651,548
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | RECORDKEEPER | $86,138 | $0 | 2023 |
| Prospera Financial Services | BROKER DEALER | $0 | $23,994 | 2023 |
| Cecilco | ADMINISTRATOR | $13,121 | $9,152 | 2023 |