2024-11-12T15:48:06-05:00 2023-12-31 990 2023-01-01 756487482 SOUTHWEST AIRLINES PILOTS ASSOCIATION PILOT MUTUAL AID PLAN % Casey Murray SOUT 8009697972 1450 EMPIRE CENTRAL DR STE 737 DALLAS TX 752474081 Brian Hickman Director of Finance 2024-11-12 2023 2024-10-15 13:58:12Z Casey Murray 1450 Empire Central Dr Suite 737 Dallas TX 75247 11817947 false X X 1992 TX THE PURPOSE OF THE PLAN AND RELATED TRUST IS TO ESTABLISH AND MAINTAIN A FUND TO WHICH PILOTS CAN MAKE CONTRIBUTIONS THAT PROVIDE CASH PAYMENTS TO PILOTS WHO BECOME DISABLED AND SUFFER A LOSS OF INCOME THAT IS NOT REPLACED BY THE OTHER DISABILITY PROGRAMS IN WHICH THE PILOTS PARTICIPATE. 25 25 0 0 0 0 10055467 11685727 0 0 192821 131126 0 0 10248288 11816853 0 0 106827 236394 0 0 0 0 0 9961156 11586894 10067983 11823288 180305 -6435 3440939 3658498 893335 1062044 2547604 2596454 THE PURPOSE OF THE PLAN AND RELATED TRUST IS TO ESTABLISH AND MAINTAIN A FUND TO WHICH PILOTS CAN MAKE CONTRIBUTIONS THAT PROVIDE CASH PAYMENTS TO PILOTS WHO BECOME DISABLED AND SUFFER A LOSS OF INCOME THAT IS NOT REPLACED BY THE OTHER DISABILITY PROGRAMS IN WHICH THE PILOTS PARTICIPATE. false false 236394 0 0 THE PLAN PROVIDES DISABILITY DEATH AND OTHER RELATED BENEFITS TO OR FOR THE BENEFIT OF ELIGIBLE EMPLOYEES WHO ELECT TO PARTICIPATE IN THE PLAN. 0 0 0 0 0 0 0 0 0 236394 false false false false false false false false true false true false false false true true false false false false false false false false false false false false true false false false false false false false false false false false true false false true 1 0 0 false false false false false false false 0 false false false 25 25 false false false false false false false false false false false true false false false false false false X Brian Hickman 2147224206 1450 Empire Central Dr Suite 737 Dallas TX 75247 MATTHEW REDDING EXECUTIVE DIRECTOR 0.00 40.00 X X 0 308724 81721 BRIAN HICKMAN DIRECTOR OF FINANCE 5.00 40.00 X 0 230371 54226 CASEY MURRAY PRESIDENT 5.00 40.00 X X 0 0 0 MICHAEL SANTORO VICE PRESIDENT 5.00 40.00 X X 0 0 0 OMID TOM NEKOUEI 2ND VICE PRESIDENT 5.00 40.00 X X 0 0 0 IVAR OLAV 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 WILLIAM HATCHEL 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 0 539095 135947 0 true true false 0 0 0 0 0 11685727 0 11685727 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 131124 0 0 131124 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1096 0 1094 0 2 0 2 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 11816853 0 0 131125 0 0 0 0 0 0 236394 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 14420 0 0 0 0 0 0 0 0 0 1096 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Premiums 11571378 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 11823288 0 0 0 0 0 0 0 807276 839520 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2633663 2818978 0 0 0 0 0 0 3440939 3658498 893335 1062044 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 893335 1062044 X 0 0 0 0 2547604 2596454 2547604 2596454 3440939 3658498 -6435 55285 0 0 0 0 X X false true X true false 857944 0 0 0 0 0 857944 857944 0 0 0 0 0 857944 857944 0 0 0 0 0 857944 857944 0 0 0 0 0 857944 857944 0 0 0 0 0 857944 0 1 0 false false Vanguard Wellesley Inc - Fund Admiral 2818978 F 2818978 X 11871042 55285 55285 11815757 1096 1096 11816853 11822192 0 11822192 1096 1096 11823288 Part X, line 2 The trust funding certain benefits of the Plan received an exemption letter from the Internal Revenue Service IRS dated July 16 1996 stating that the trust is tax exempt under the provisions of Section 501c9 of the IRC. However as a result of the Plans funding policy from time to time the trust may be subject to income taxes. No federal or state income taxes have been recorded in 2023 or 2022 for unrelated business taxable income. 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. Part V, line 4 Permanently restricted net assets at both December 31 2023 and 2022 totaled $857,944. This consists of contributions that were made to the Plan by a former officer of the Company with the express condition that the principal amount of the contributions be invested and reinvested for the benefit of the Plan but only the cumulative net income derived from the principal be available for distribution by the Plan. true false false MATTHEW REDDING EXECUTIVE DIRECTOR 0 157106 0 0 0 151618 0 38520 0 43202 0 390446 0 0 BRIAN HICKMAN DIRECTOR OF FINANCE 0 229546 0 500 0 325 0 38153 0 16073 0 284597 0 0 Part I Line 4a | Name :, Amount:| Matthew Redding, 99696| Part VI, Section B, Line 1 THE SOUTHWEST AIRLINES PILOTS ASSOCIATION PILOT MUTUAL AID PLAN WAS ESTABLISHED AND IS MAINTAINED BY THE SOUTHWEST AIRLINES PILOTS ASSOCIATION SWAPA. PER THE SUMMAR Y PLAN DESCRIPTION AND POLICY MANUAL THE AEROMEDICAL AND PILOT BENEFITS COMMITTEE IS GIVEN OVERSIGHT OF THE PILOT MUTUAL AID PLAN AT THE DIRECTION OF SWAPAS BOARD OF DIRECTORS. SO WHILE THE NUMBER OF VOTING MEMBERS OF THE GOVERNING BODY WILL BE THE SAME AS THE NUMBER OF VOTING MEMBERS OF SWAPAS GOVERNING BODY ONLY THE PLAN ADMINISTRATOR AND PRINCIPAL MEMBERS OF MANAGEMENT ARE LISTED IN PART VII SECTION A OF THE FORM 990 AS WELL AS SWAPAS BOARD MEMBERS. Part VI, Line 8a NOT APPLICABLE Part VI, Line 11b THE PLAN ADMINISTRATOR AND THE AEROMEDICAL AND PILOT BENEFITS COMMITTEE WILL REVIEW PRIOR TO FILING. Part VI, Line 19 THE ORGANIZATIONS GOVERNING DOCUMENTS POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. Part XII, Line 2c NO CHANGES FROM PRIOR YEAR. Southwest Airlines Pilots Association 1450 Empire Central Dr Suite 737 Dallas TX 75247 751711418 Labor Union TX 501(C)(5) N/A false Southwest Airlines Pilots Association Charitable Fund 1450 Empire Central Dr Suite 737 Dallas TX 75247 455485858 Grant Making TX 501(C)(3) N/A Southwest Airlines Pilots Association false SWAPA Scholarship Fund 1450 Empire Central Dr Suite 737 Dallas TX 75247 722831556 Scholarship TX 501(C)(3) N/A Southwest Airlines Pilots Association false Southwest Airlines Pilots Association VEBA Trust 1450 Empire Central Dr Suite 737 Dallas TX 75247 906126130 Member Benefits TX 501(C)(9) Southwest Airlines Pilots Association false Southwest Airlines Pilots Association Political Action Committee 1450 Empire Central Dr Suite 737 Dallas TX 75247 000000000 Political TX N/A Southwest Airlines Pilots Association false false false false false false false false false false false false false true true true false false false false Southwest Airlines Pilots Association M THE SOUTHWEST AIRLINES PILOTS ASSOCIATION EMPLOYEES AND BOARD MEMBERS OF THE AEROMEDICAL AND PILOT BENEFITS COMMITTEE PERFORM SERVICES TO SUPPORT THE PLAN. THE VALUE OF THESE SERVICES IS NOT READILY DETERMINABLE; HOWEVER IT IS NOT MATERIAL TO THE PLANS FINANCIAL STATEMENTS. Southwest Airlines Pilots Association N THE SOUTHWEST AIRLINES PILOTS ASSOCIATION SHARES THE FACILITY EQUIPMENT AND MAILING LISTS TO SUPPORT THE PLAN. THE VALUE OF THESE SHARED ASSETS IS NOT READILY DETERMINABLE; HOWEVER IT IS NOT MATERIAL TO THE PLANS FINANCIAL STATEMENTS. Southwest Airlines Pilots Association O THE SOUTHWEST AIRLINES PILOTS ASSOCIATION CONTRIBUTES ACCOUNTING AND ADMINISTRATIVE SUPPORT TO THE PLAN. THE VALUE OF THESE SERVICES IS NOT READILY DETERMINABLE; HOWEVER IT IS NOT MATERIAL TO THE PLANS FINANCIAL STATEMENTS.