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← SOUTHWEST HEALTH BENEFITS FUND

Form 990 for tax year 2024

Filed by SOUTHWEST HEALTH BENEFITS FUND.

Totals

Total revenue
$5,464,846
Total expenses
$3,672,120
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$4,860,137
Investment income
$375,386
Other revenue
$229,323
Total assets, end of year
$10,871,864
Total liabilities, end of year
$2,063,894
Net assets or fund balances, end of year
$8,807,970
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: Employer contributions

    total $4,839,734 · related or exempt $4,839,734

  • 2b · Program service revenue: Participant contributi

    total $20,403 · related or exempt $20,403

  • 3 · Investment income

    total $375,386 · related or exempt $375,386

  • 11a · Other revenue: Net appreciation fair

    total $192,145 · related or exempt $192,145

  • 11b · Other revenue: Other Income

    total $37,178 · related or exempt $37,178

  • 11e · Other revenue, total

    $229,323

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $3,291,300

  • 11a · Fees: management

    total $100,585

  • 11b · Fees: legal

    total $32,993

  • 11c · Fees: accounting

    total $33,180

  • 11f · Fees: investment management

    total $40,755

  • 11g · Fees: other

    total $138,291

  • 13 · Office expenses

    total $3,202

  • 19 · Conferences, conventions and meetings

    total $23,741

  • 23 · Insurance

    total $6,699

  • 24e · All other expenses

    total $1,374

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $546,203 · end of year $1,390,414

  • 2 · Savings and temporary cash investments

    beginning of year $165,266 · end of year $50,358

  • 4 · Accounts receivable

    beginning of year $250,601 · end of year $220,913

  • 11 · Investments: publicly traded securities

    beginning of year $8,133,063 · end of year $9,210,179

  • 17 · Accounts payable and accrued expenses

    beginning of year $23,889 · end of year $7,894

  • 25 · Other liabilities

    beginning of year $652,826 · end of year $2,056,000

  • 27 · Net assets without donor restrictions

    beginning of year $8,418,418 · end of year $8,807,970

Mission and programs · 2024

Mission

Provide health and welfare benefits to eligible participants.

  • Provide health and welfare benefits to eligible participants.

As filed on the 2024 return.

Listed in Part VII

  • Rick Sutphin

    Management Trustee

    Total calculated
    $0
    Hours/week
    1

  • Monroe Norrid

    Labor Trustee

    Total calculated
    $0
    Hours/week
    1

  • Kris Comeaux

    Labor Trustee

    Total calculated
    $0
    Hours/week
    1

  • Durward Fleming

    Labor Trustee

    Total calculated
    $0
    Hours/week
    1

  • William G McCraw

    Management Trustee

    Total calculated
    $0
    Hours/week
    1

  • Thomas Kleinmann

    Labor Trustee

    Total calculated
    $0
    Hours/week
    1

  • Lacy Wolf

    Labor Trustee

    Total calculated
    $0
    Hours/week
    1

  • Diana McClaferty

    Management Trustee

    Total calculated
    $0
    Hours/week
    1

  • Glenn Miles

    Labor Trustee

    Total calculated
    $0
    Hours/week
    1

  • Rufus Floyd

    Labor Trustee

    Total calculated
    $0
    Hours/week
    1

  • Teresa Payne

    Labor Trustee

    Total calculated
    $0
    Hours/week
    1

  • Chad Davis

    Labor Trustee Alt

    Total calculated
    $0
    Hours/week
    1

  • Paul Little

    Management Trustee

    Total calculated
    $0
    Hours/week
    1

  • Jeramy McCoy

    Labor Trustee

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • Info needed for Sch R Part III & IV is maintained by plan administrator

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • Info needed for Sch R Part III & IV is maintained by plan administrator

Provenance

Return type
form_990
Tax year
2024
Filed
29 October 2025
IRS schema version
2024v5.1
Source object
202513029349301921

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