Assets by plan
Share of aggregate retirement assets
Filings through .
Southwest Airlines Federal Credit Union
EIN 75-1486899bankingLatest filing 2025
Plans
3
Retirement
2
$49.3M assets
Health & Benefits
1
$1.8M premiums
Participants
413
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $49.3M assets / 297 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.8M premiums / 187 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.6M
- Dental$202K
- Vision$202K
- Life$202K
- Short-term disability$202K
- Long-term disability$202K
- +1 more
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
SOUTHWEST AIRLINES FEDERAL CREDIT UNION PENSION PLAN
Traditional DB
Assets$36.2M
Participants153
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
SOUTHWEST AIRLINES FEDERAL CREDIT UNION 401(K) PLAN
401(k)
Assets$13.0M
Participants144
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
SOUTHWEST AIRLINES EMPLOYEES FEDERAL CREDIT UNION
Fully insured - BLUECROSS BLUESHIELD OF TEXAS
Premiums$1.8M
Covered lives187
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | SOUTHWEST AIRLINES FEDERAL CREDIT UNION PENSION PLAN | Traditional DB | $36.2M | 153 | 2025 |
| #002 | SOUTHWEST AIRLINES FEDERAL CREDIT UNION 401(K) PLAN | 401(k) | $13.0M | 144 | 2025 |
- #003 · Traditional DB · 2025153
- #002 · 401(k) · 2025144
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | SOUTHWEST AIRLINES EMPLOYEES FEDERAL CREDIT UNION | Fully insured | BLUECROSS BLUESHIELD OF TEXAS | $1.8M | 187 | 2025 |
- #501 · Fully insured · BLUECROSS BLUESHIELD OF TEXAS · 2025187
Retirement plans
Health & Benefits plans