2025-11-16T10:33:22-06:00 2024-12-31 750786316 WEAVER AND TIDWELL LLP 2300 N FIELD ST STE 1000 DALLAS TX 75201 990 2024-01-01 906126130 SOUTHWEST AIRLINES PILOTS' ASSOCIATION VEBA TRUST FOR SPECIFIED PILOTS SOUT 8009697972 5221 N OCONNOR BLVD 500 IRVING TX 75039 MICHAEL HAYNES DIRECTOR OF RETIREMENT 8009697972 2025-11-14 1 1 SARA BURKHART P01435955 9724901970 2024 2025-03-06 01:10:19Z X JODY REVEN 5221 N OCONNOR BLVD 500 IRVING TX 75039 6902839 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. 27 27 0 0 0 0 1705949 607492 0 0 727282 446682 0 0 2433231 1054174 0 0 5938196 2742921 0 0 0 0 0 370216 468041 6308412 3210962 -3875181 -2156788 13345250 11889439 0 0 13345250 11889439 X PROVIDE MEDICAL AND DENTAL BENEFITS TO ELIGIBLE PILOTS AND QUALIFYING DEPENDENTS WHO ARE MEMBERS OF THE SOUTHWEST AIRLINES PILOTS ASSOCIATION. 0 1 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 27 27 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X MICHAEL HAYNES 8009697972 5221 N OCONNOR BLVD SUITE 500 IRVING TX 75039 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 MIKE PISCITELLI BOD - BWI - CHAIR 1.00 15.00 X 0 0 0 MATTHEW WRIGHT BOD - DAL - CHAIR 1.00 15.00 X 0 0 0 CHESS FULTON 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 MICHAEL INDE BOD - HOU - CHAIR 1.00 15.00 X 0 0 0 JOHN FISHER BOD - HOU - VICE CHAIR 1.00 15.00 X 0 0 0 MICHAEL LIK BOD - LAS - CHAIR 1.00 15.00 X 0 0 0 DENNIS O'LEARY BOD - LAS - VICE-CHAIR 1.00 15.00 X 0 0 0 MIKE CALLAGHAN BOD - LAX - CHAIR 1.00 15.00 X 0 0 0 BRIAN ANDERSON BOD - LAX - VICE-CHAIR 1.00 15.00 X 0 0 0 JOE MONDELLO BOD - MCO - CHAIR 1.00 15.00 X 0 0 0 MICHAEL ANZALOTTI BOD - MDW - CHAIR 1.00 15.00 X 0 0 0 KELLY HANLEY BOD - BNA - CHAIR 1.00 15.00 X 0 0 0 CHRIS DAVIS BOD - OAK - CHAIR 1.00 15.00 X 0 0 0 JOHN LO 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 ANDREW SOWELL BOD - BNA - VICE-CHAIR 1.00 15.00 X 0 0 0 THOMAS BAKE BOD - BWI - VICE-CHAIR 1.00 15.00 X 0 0 0 DAVID PECK BOD - MCO - VICE-CHAIR 1.00 15.00 X 0 0 0 RICHARD KIM BOD - MDW - VICE-CHAIR 1.00 15.00 X 0 0 0 CASEY MURRAY PRESIDENT 5.00 40.00 X X 0 0 0 TOM NEKOUEI VICE PRESIDENT 5.00 40.00 X X 0 0 0 HANK KETCHUM 2ND VICE PRESIDENT 5.00 40.00 X X 0 0 0 MICHAEL HAYNES DIRECTOR OF RETIREMENT 5.00 40.00 X 0 188746 75600 BRIAN HICKMAN DIRECTOR OF FINANCE 5.00 40.00 X 0 265764 63279 0 454510 138879 0 0 1 0 RESOLUTE HEALTH CARE ADVISORS LLC PO BOX 376 LAVEEN AZ 85339 INSURANCE ADVOCACY SERVICES 240350 1 607492 607492 362457 362457 5932890 5848665 84225 84225 84225 1054174 0 0 446682 X 2742921 5739 30711 14334 417257 3210962 3348 411 13341902 11889028 13345250 11889439 0 0 X 13345250 11889439 13345250 11889439 13345250 11889439 -2156788 700977 0 X X 0 1 X 1 0 0 VANGUARD TOTAL BOND MARKET INDEX FUND INSTITUTIONAL PLUS 4996213 F VANGUARD SHORT TERM INFLATION PROTECTED SECURITIES INSTITUTIONAL 600250 F VANGUARD INSTITUTIONAL INDEX INSTITUTIONAL PLUS 2998600 F VANGUARD SMALL-CAP INDEX FUND ADMIRAL 703828 F VANGUARD FTSE ALL-WORLD EX-US INDEX FUND ADMIRAL 2361349 F VANGUARD REIT FUND ADMIRAL 228788 F 11889028 X 1755151 700977 700977 1054174 0 1054174 3210962 0 3210962 0 3210962 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 264484 0 500 0 780 0 47196 0 16083 0 329043 0 0 MICHAEL HAYNES DIRECTOR OF RETIREMENT 0 186466 0 1500 0 780 0 33470 0 42130 0 264346 0 0 FORM 990, PART III, LINE 3 THE VEBA PLAN'S REIMBURSEMENT FOR COBRA PAYMENTS ENDED FOR COBRA PAID FOR MONTHS AFTER MARCH 2024. MEDICAL AND DENTAL BENEFITS FOR MOST VEBA PARTICIPANTS TRANSITIONED TO SWA'S SUPP MED PLAN EFFECTIVE 8/1/2024. 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 IX, LINE 11G OTHER FEES FOR SERVICE 417,257. FORM 990, PART XII, LINE 2C NO CHANGES FROM PRIOR YEAR. SOUTHWEST AIRLINES PILOTS ASSOCIATION 5221 N OCONNOR BLVD IRVING TX 75039 751711418 LABOR UNION TX 501(C)(5) N/A 0 SOUTHWEST AIRLINES PILOTS ASSOCIATION CHARITABLE FUND 5221 N OCONNOR BLVD IRVING TX 75039 455404858 GRANTMAKING TX 501(C)(3) LINE 7 SOUTHWEST AIRLINES PILOTS ASSOCIATION 0 SWAPA SCHOLARSHIP FUND 5221 N OCONNOR BLVD IRVING TX 75039 752831556 SCHOLARSHIPS TX 501(C)(3) LINE 7 SOUTHWEST AIRLINES PILOTS ASSOCIATION 0 SOUTHWEST AIRLINES PILOTS ASSOCIATION PILOT MUTUAL AID PLAN 5221 N OCONNOR BLVD IRVING TX 75039 756487482 MBR BENEFITS TX 501(C)(9) SOUTHWEST AIRLINES PILOTS ASSOCIATION 0 SOUTHWEST AIRLINES PILOTS ASSOCATION POLITICAL ACTION COMMITTEE 5221 N OCONNOR BLVD IRVING TX 75039 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.