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  2. SOUTHWEST AIRLINES CO.
Sponsor portfolioTH

SOUTHWEST AIRLINES CO.

EIN 74-1563240-airlines/aviation-Latest filing 2025
Plans
4
Retirement
3
$30.53B assets
Welfare
1
$91.1M premiums
Participants
192,682
2702 LOVE FIELD DRIVE, HDQ-6TX - DALLAS, TX 75235214-792-4000southwest.comLinkedIn10001+ employeesairlines/aviation
Plans on this EIN
4 filings
#004401k-$18.87B - 87,150 part#003401k-$11.62B - 13,086 part#007CashBalance-$40.8M - 11,336 part#501Mixed-$91.1M - 137,664 lives

Retirement portfolio analytics

3 plans aggregated / $30.53B assets / 111,572 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • CO. RETIREMENT Savings (#004)62%
  • PILOTS RETIREMENT Savings (#003)38%
  • CASH BALANCE PLAN (#007)0%
Total $30.53BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
62%top
  • (Not disclosed)62%
  • CHARLES SCHWAB & CO., INC.38%
Total $30.53BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CO. RETIREMENT Savings (#004)87,150
  • PILOTS RETIREMENT Savings (#003)13,086
  • CASH BALANCE PLAN (#007)11,336
Total 111,572Click row to drill in

Benefits portfolio analytics

1 plan / $91.1M premiums / 137,664 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$50.1M
  • Other$50.1M
  • Health$14.8M
  • Vision$13.3M
  • Long-term disability$12.9M
  • Short-term disability$3.9M
  • +1 more
Total $91.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
62%top
  • METROPOLITAN LIFE INSURANCE COMPANY62%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY15%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY14%
  • KAISER FOUNDATION HEALTH PLAN INC4%
  • COMBINED INSURANCE COMPANY OF AMERICA4%
  • +2 more
Total $91.1M7 slices

Broker market share

Schedule A broker compensation

Split broker
46%top
  • STRATEGIC NON-MEDICAL SOLUTIONS LLC46%
  • WILLIS TOWERS WATSON US LLC22%
  • PACIFIC RESOURCE BENEFIT ADVISORS11%
  • CUSTOM BENEFIT PROGRAMS INC10%
  • BSC AGENCY LLC9%
  • +1 more
Total $2.1M6 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

SOUTHWEST AIRLINES CO. RETIREMENT SAVINGS PLAN

401k

Assets$18.87B
Participants87,150
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN

401k

Assets$11.62B
Participants13,086
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#007

SOUTHWEST AIRLINES MARKET-BASED CASH BALANCE PLAN

CashBalance

Assets$40.8M
Participants11,336
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SOUTHWEST AIRLINES CO. WELFARE BENEFIT PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$91.1M
Covered lives137,664
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
004SOUTHWEST AIRLINES CO. RETIREMENT SAVINGS PLAN401k$18.87B87,1502025
003SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN401k$11.62B13,0862024
007SOUTHWEST AIRLINES MARKET-BASED CASH BALANCE PLANCashBalance$40.8M11,3362024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SOUTHWEST AIRLINES CO. WELFARE BENEFIT PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$91.1M137,6642024
Retirement plans
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