Swapa Scholarship Fund — Form 5500 plan (Southwest Airlines Pilots Association)

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, Swapa Scholarship Fund is a benefit plan reported by Southwest Airlines Pilots Association under EIN 75-1711418 and plan number 505. The latest loaded filing year is 2023. The filing reports 7,939 participants and $729,970 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$656.5KPlan net assets, end of year$656,470
Participants7.9KCovered participants reported7,939
Assets / participant$92Computed: assets ÷ participants$92 (computed)
Provider compensationNone reported
Plan sponsor
Southwest Airlines Pilots Association
EIN
75-1711418
Plan number
505
Plan type
2
Location
Dallas, TX
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20237,939H20241014094808NAL0044042864001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$730K total assets
Net assets$656.5KLiabilities$73.5K
Money in vs. money out
Total income / additions$222.1K
Total expenses$140K
Benefits paid / distributions$140K
Contributions
EmployerNot reported
Participant$221.6K
Full reported line items

Net assets

Total assets (EOY)
$729,970
Total liabilities (EOY)
$73,500
Net assets (EOY)
$656,470
Net assets (BOY)
$574,321

Income & contributions

Participant contributions
$221,577
Total contributions
$221,577
Total income / additions
$222,149

Expenses & distributions

Benefits paid
$140,000
Administrative expenses
$0
Total expenses
$140,000
Net increase / (decrease)
$82,149
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets21%Computed ratio
Benefits paid ÷ total income63%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages