2024-11-13T08:14:58-06:00 2023-12-31 750786316 WEAVER AND TIDWELL LLP 2300 N FIELD ST STE 1000 DALLAS TX 75201 990 2023-01-01 906126130 SOUTHWEST AIRLINES PILOTS' ASSOCIATION VEBA TRUST FOR SPECIFIED PILOTS SOUT 2143509237 1450 EMPIRE CENTRAL DR 737 DALLAS TX 75247 MICHAEL HAYNES DIRECTOR OF RETIREMENT 2143509237 2024-11-12 1 0 SARA BURKHART P01435955 9724901970 2023 2024-10-15 13:58:12Z CASEY MURRAY 1450 EMPIRE CENTRAL DR 737 DALLAS TX 75247 12398713 0 X N/A X 2010 TX PROVIDE MEDICAL AND DENTAL BENEFITS TO ELIGIBLE PILOTS AND QUALIFYING DEPENDENTS WHO ARE MEMBERS OF THE SOUTHWEST AIRLINES PILOTS ASSOCIATION. 25 25 0 0 0 0 1566630 1705949 0 0 -412660 727282 0 0 1153970 2433231 0 0 4398741 5938196 0 0 0 0 0 264094 370216 4662835 6308412 -3508865 -3875181 16071127 13345250 0 0 16071127 13345250 PROVIDE MEDICAL AND DENTAL BENEFITS TO ELIGIBLE PILOTS AND QUALIFYING DEPENDENTS WHO ARE MEMBERS OF THE SOUTHWEST AIRLINES PILOTS ASSOCIATION. 0 0 EMPLOYEE WELFARE BENEFIT PLAN PROVIDING MEDICAL AND DENTAL BENEFITS REIMBURSEMENT OF COBRA PREMIUMS CONTINUED PAYMENT OF SPOUSAL MEDICAL AND DENTAL BENEFITS 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 25 25 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X MICHAEL HAYNES 2143509237 1450 EMPIRE CENTRAL DR NO 737 DALLAS TX 75247 KRIS TAKLE BOD - ATL - CHAIR 1.00 15.00 X 0 0 0 DANIEL MONG BOD - ATL - VICE-CHAIR 1.00 15.00 X 0 0 0 DAREN BLACK BOD - BWI - CHAIR 1.00 15.00 X 0 0 0 MIKE PISCITELLI BOD - BWI - VICE-CHAIR 1.00 15.00 X 0 0 0 MATTHEW WRIGHT BOD - DAL - CHAIR 1.00 15.00 X 0 0 0 CRAIG SCHMIDT BOD - DAL - VICE-CHAIR 1.00 15.00 X 0 0 0 MARK POWERS BOD - DEN - CHAIR 1.00 15.00 X 0 0 0 KEVIN HORNBURG BOD - DEN - VICE-CHAIR 1.00 15.00 X 0 0 0 RUDY HACHTEL BOD - HOU - CHAIR 1.00 15.00 X 0 0 0 MICHAEL INDE BOD - HOU - VICE CHAIR 1.00 15.00 X 0 0 0 MATTHEW AFFENITA BOD - LAS - CHAIR 1.00 15.00 X 0 0 0 MICHAEL LIK BOD - LAS - VICE-CHAIR 1.00 15.00 X 0 0 0 CHRISTOPHER HALL BOD - LAX - CHAIR 1.00 15.00 X 0 0 0 MICHAEL CALLAGHAN BOD - LAX - VICE-CHAIR 1.00 15.00 X 0 0 0 SCOTT THATCHER BOD - MCO - CHAIR 1.00 15.00 X 0 0 0 JIM ARCHER BOD - MCO - VICE-CHAIR 1.00 15.00 X 0 0 0 LAURIN TORIELLO BOD - MDW - CHAIR 1.00 15.00 X 0 0 0 MICHAEL ANZALOTTI BOD - MDW - VICE-CHAIR 1.00 15.00 X 0 0 0 DOUGLAS BOOHER BOD - OAK - CHAIR 1.00 15.00 X 0 0 0 CHRISTOPHER DAVIS BOD - OAK - VICE-CHAIR 1.00 15.00 X 0 0 0 KEVIN REECE BOD - PHX - CHAIR 1.00 15.00 X 0 0 0 BRIAN MARIN BOD - PHX - VICE-CHAIR 1.00 15.00 X 0 0 0 CASEY MURRAY PRESIDENT 1.00 40.00 X X 0 0 0 MICHAEL SANTORO VICE PRESIDENT 1.00 40.00 X X 0 0 0 TOM NEKOUEI 2ND VICE PRESIDENT 1.00 40.00 X X 0 0 0 MICHAEL HAYNES DIRECTOR OF RETIREMENT 5.00 40.00 X 0 179973 72163 BRIAN HICKMAN DIRECTOR OF FINANCE 5.00 40.00 X 0 230371 54226 0 410344 126389 0 0 1 0 RESOLUTE HEALTH CARE ADVISORS LLC PO BOX 376 LAVEEN AZ 85339 INSURANCE ADVOCACY SERVICES 205600 SUN LIFE ASSURANCE COMPANY OF CANADA PO BOX 843201 KANSAS CITY MO 64184 STOP-LOSS INSURANCE 102862 2 1705949 1705949 427461 427461 10265303 9965482 299821 299821 299821 2433231 0 0 727282 5938196 6207 14009 350000 6308412 3348 16071127 13341902 16071127 13345250 0 0 X 16071127 13345250 16071127 13345250 16071127 13345250 -3875181 1149304 0 X X 0 1 X 1 0 0 VANGUARD TOTAL BOND MARKET INDEX FUND INSTITUTIONAL PLUS 5275515 F VANGUARD SHORT TERM INFLATION PROTECTED SECURITIES INSTITUTIONAL 667023 F VANGUARD INSTITUTIONAL INDEX INSTITUTIONAL PLUS 3458193 F VANGUARD SMALL-CAP INDEX FUND ADMIRAL 877148 F VANGUARD FTSE ALL-WORLD EX-US INDEX FUND ADMIRAL 2769005 F VANGUARD REIT FUND ADMIRAL 295018 F 13341902 X 3582535 1149304 1149304 2433231 0 2433231 6308412 0 6308412 0 6308412 PART X, LINE 2: THE VEBA TRUST FUNDING CERTAIN BENEFITS OF THE PLAN RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) DATED MAY 13, 2011 STATING THAT THE TRUST IS TAX EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)(9) OF THE IRC. IN ADDITION, THE PLAN AND RELATED TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. PLAN MANAGEMENT BELIEVES THAT THE PLAN IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE BELIEVES THAT THE RELATED TRUST IS TAX-EXEMPT. US GAAP REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 0 0 0 BRIAN HICKMAN DIRECTOR OF FINANCE 0 229546 0 500 0 325 0 38153 0 16073 0 284597 0 0 MICHAEL HAYNES DIRECTOR OF RETIREMENT 0 178148 0 1500 0 325 0 29795 0 42368 0 252136 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE SOUTHWEST PILOTS' ASSOCIATION VEBA TRUST FOR SPECIFIED PILOTS WAS ADOPTED AND IS MAINTAINED BY THE SOUTHWEST AIRLINES PILOTS ASSOCIATION (SWAPA). PER THE PLAN DOCUMENT, THE VEBA OVERSIGHT COMMITTEE IS GIVEN OVERSIGHT OF THE VEBA TRUST TO PROPOSE ANY CHANGES TO SWAPA'S BOARD OF DIRECTORS, WHO THEN VOTE ON APPROVAL. FORM 990, PART VI, SECTION B, LINE 11B THE VEBA OVERSIGHT COMMITTEE (GOVERNING BODY) WILL REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C NO CHANGES FROM PRIOR YEAR. SOUTHWEST AIRLINES PILOTS ASSOCIATION 1450 EMPIRE CENTRAL DR 737 DALLAS TX 75247 751711418 LABOR UNION TX 501(C)(5) N/A 0 SOUTHWEST AIRLINES PILOTS ASSOCIATION CHARITABLE FUND 1450 EMPIRE CENTRAL DR 737 DALLAS TX 75247 455404858 GRANTMAKING TX 501(C)(3) LINE 7 SOUTHWEST AIRLINES PILOTS ASSOCIATION 0 SWAPA SCHOLARSHIP FUND 1450 EMPIRE CENTRAL DR 737 DALLAS TX 75247 752831556 SCHOLARSHIPS TX 501(C)(3) LINE 7 SOUTHWEST AIRLINES PILOTS ASSOCIATION 0 SOUTHWEST AIRLINES PILOTS ASSOCIATION PILOT MUTUAL AID PLAN 1450 EMPIRE CENTRAL DR 737 DALLAS TX 75247 756487482 MBR BENEFITS TX 501(C)(9) SOUTHWEST AIRLINES PILOTS ASSOCIATION 0 SOUTHWEST AIRLINES PILOTS ASSOCATION POLITICAL ACTION COMMITTEE 1450 EMPIRE CENTRAL DR 737 DALLAS TX 75247 POLITICAL TX 527 SOUTHWEST AIRLINES PILOTS ASSOCIATION 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 SOUTHWEST AIRLINES PILOTS ASSOCIATION M SEE STATEMENT SOUTHWEST AIRLINES PILOTS ASSOCIATION N SEE STATEMENT SOUTHWEST AIRLINES PILOTS ASSOCIATION O SEE STATEMENT SCHEDULE R, PART V, LINES 1M-O THE SOUTHWEST AIRLINES PILOTS ASSOCIATION EMPLOYEES AND BOARD MEMBERS OF THE VEBA OVERSIGHT COMMITTEE PERFORM SERVICES TO SUPPORT THE VEBA TRUST. THE VALUE OF THESE SERVICES IS NOT READILY DETERMINABLE; HOWEVER, IT IS NOT MATERIAL TO THE VEBA TRUST'S FINANCIAL STATEMENTS. THE SOUTHWEST AIRLINES PILOTS ASSOCIATION SHARES THE FACILITY, EQUIPMENT, AND MAILING LISTS TO SUPPORT THE VEBA TRUST. THE VALUE OF THESE SHARED ASSETS IS NOT READILY DETERMINABLE; HOWEVER, IT IS NOT MATERIAL TO THE VEBA TRUST'S FINANCIAL STATEMETNS. THE SOUTHWEST AIRLINES PILOTS ASSOCIATION CONTRIBUTES ACCOUNTING AND ADMINISTRATIVE SUPPORT TO THE VEBA TRUST. THE VALUE OF THESE SERVICES IS NOT READILY DETERMINABLE; HOWEVER, IT IS NOT MATERIAL TO THE VEBA TRUST'S FINANCIAL STATEMENTS.