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Original filing (PDF)20251010193310NAL0004881843001
SOUTHWEST AIRLINES PILOTS ASSOCIATION
Form 5500
FILING_RECEIVED
SOUTHWEST AIRLINES PILOTS' ASSOCIATION MEDICAL AND DENTAL PLAN FOR SPECIFIED PILOTS
Health & welfare plan
Signals · 4
42% in single holding~333 bps in Sched C feesNo recordkeeper disclosed6 service providers
Active participants
10,543
Accounts w/ balance
—
Plan assets (EOY)
$11.9M
Net assets (EOY)
$11.6M
How this plan invests
This plan
6 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
79
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Total Bond Market Index Fund Institutional Plus Mutual fund" is 42% of plan.
- 333 bps in Schedule C fees — 1048% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOUTHWEST AIRLINES PILOTS ASSOCIATION.
Plan sponsor
Name
SOUTHWEST AIRLINES PILOTS ASSOCIATION
EIN
75-1711418
Address
5221 N O'CONNOR BLVD STE 500 · IRVING, TX · 75039
Phone
(214) 722-4200
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
510
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
Audit & trust (Schedule H)
Auditor
WEAVER AND TIDWELL, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALLAN ASSOCIATES | 94-2192581 | — | INVESTMENT MANAGEMENT | $14K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD FIDUCIARY TRUST COMPANY | 23-2186884 | WAYNE, PA | TRUSTEE | $6K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEAVER AND TIDWELL, LLP | 75-0786316 | — | ACCOUNTANT | $31K | — |
Insurance
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANAD | 38-1082080 | — | INSURANCE PROVIDER | $94K | — |
| SYMPHONY | 75-1430195 | — | INSURANCE PROVIDER | $11K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOLUTE HEALTH CARE ADVISORS | 20-5271127 | LAVEEN, AZ | ADVOCACY SERVICES | $240K | — |
Investments
6 direct securities· $11.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Bond Market Index Fund Institutional Plus Mutual fund | — | — | $5.0M | $5.0M | 42.0% | |
| Vanguard Institutional Index Institutional Plus Mutual fund | — | — | $3.1M | $3.0M | 25.2% | |
| Vanguard FTSE All-World EX-US Index Fund Admiral Mutual fund | — | — | $2.4M | $2.4M | 19.9% | |
| Vanguard Small-Cap Index Fund Admiral Mutual fund | — | — | $717K | $704K | 5.9% | |
| Vanguard Short Term Inflation Protected Securities Institutional Mutual fund | — | — | $613K | $600K | 5.0% | |
| Vanguard REIT Fund Admiral Mutual fund | — | — | $230K | $229K | 1.9% |