Civic Intelligence

International Association of Heat & Fros Insul & Asbes Workers No 21 Welfare Plan

EIN 75-6012126 • 501(c)9 • Houston, TX

View Organization Page

Profile

Providing self-insurance payment of claims for medical benefits for approximately 80 participants

8441 Gulf Freeway 304Houston, TX 77017

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Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

77th percentile

0.19x

Higher debt load relative to assets than 77% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

91st percentile

0.38x

Higher debt load relative to revenue than 91% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Net Margin

80th percentile

33%

Higher net margin than 80% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Asset Growth

85th percentile

20%

Faster asset growth than 85% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

95th percentile

119%

Faster revenue growth than 95% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$10,871,864

Up $1,776,731 (+20%) from 2023

Liabilities

Up

$2,063,894

Up $1,387,179 (+205%) from 2023

Net Assets

Up

$8,807,970

Up $389,552 (+4.6%) from 2023

Operations
Liabilities / Revenue91st percentileNet Margin80th percentile

Revenue

Up

$5,464,846

Up $2,967,139 (+119%) from 2023

Expenses

Up

$3,672,120

Up $1,904,851 (+108%) from 2023

Net Income

Up

$1,792,726

Up $1,062,288 (+145%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth85th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2010: $789,993Liabilities 2010: $1,068Net Assets 2010: $788,9252010Assets 2011: $902,264Liabilities 2011: $1,583Net Assets 2011: $900,6812011Assets 2012: $921,387Liabilities 2012: $2,164Net Assets 2012: $919,2232012Assets 2013: $1,126,432Liabilities 2013: $15,075Net Assets 2013: $1,111,3572013Assets 2015: $1,490,893Liabilities 2015: $175,339Net Assets 2015: $1,315,5542015Assets 2016: $1,661,143Liabilities 2016: $187,686Net Assets 2016: $1,473,4572016Assets 2017: $1,925,383Liabilities 2017: $200,966Net Assets 2017: $1,724,4172017Assets 2018: $2,065,574Liabilities 2018: $197,841Net Assets 2018: $1,867,7332018Assets 2019: $2,337,024Liabilities 2019: $186,171Net Assets 2019: $2,150,8532019Assets 2020: $2,692,864Liabilities 2020: $265,604Net Assets 2020: $2,427,2602020Assets 2021: $2,721,682Liabilities 2021: $250,737Net Assets 2021: $2,470,9452021Assets 2022: $8,031,285Liabilities 2022: $662,716Net Assets 2022: $7,368,5692022Assets 2023: $9,095,133Liabilities 2023: $676,715Net Assets 2023: $8,418,4182023Assets 2024: $10,871,864Liabilities 2024: $2,063,894Net Assets 2024: $8,807,9702024

Highlighted filing

2024

Assets$10,871,864
Liabilities$2,063,894
Net Assets$8,807,970
Open 2024 Filing

Operations Trend

Revenue Growth95th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0Expenses 2010: $227,1922010Expenses 2011: $319,3202011Revenue 2012: $424,586Expenses 2012: $406,095Net Income 2012: $18,4912012Revenue 2013: $410,739Expenses 2013: $217,181Net Income 2013: $193,5582013Revenue 2015: $449,304Expenses 2015: $400,144Net Income 2015: $49,1602015Revenue 2016: $495,791Expenses 2016: $363,930Net Income 2016: $131,8612016Revenue 2017: $560,280Expenses 2017: $352,878Net Income 2017: $207,4022017Revenue 2018: $582,098Expenses 2018: $371,696Net Income 2018: $210,4022018Revenue 2019: $714,025Expenses 2019: $528,120Net Income 2019: $185,9052019Revenue 2020: $696,231Expenses 2020: $510,224Net Income 2020: $186,0072020Revenue 2021: $1,006,820Expenses 2021: $936,705Net Income 2021: $70,1152021Revenue 2022: $4,885,198Expenses 2022: $1,823,583Net Income 2022: $3,061,6152022Revenue 2023: $2,497,707Expenses 2023: $1,767,269Net Income 2023: $730,4382023Revenue 2024: $5,464,846Expenses 2024: $3,672,120Net Income 2024: $1,792,7262024

Highlighted filing

2024

Revenue$5,464,846
Expenses$3,672,120
Net Income$1,792,726
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$10,871,864
Liabilities
$2,063,894
Net assets
$8,807,970
Revenue
$5,464,846
Expenses
$3,672,120
Net income
$1,792,726
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.9$2.06$8.81$5.46$3.67$1.79
2023Detailed filing. Detailed filing data is available for this year.$9.10$0.68$8.42$2.50$1.77$0.73
2022Detailed filing. Detailed filing data is available for this year.$8.03$0.66$7.37$4.89$1.82$3.06
2021Detailed filing. Detailed filing data is available for this year.$2.72$0.25$2.47$1.01$0.94$0.07
2020Detailed filing. Detailed filing data is available for this year.$2.69$0.27$2.43$0.70$0.51$0.19
2019Detailed filing. Detailed filing data is available for this year.$2.34$0.19$2.15$0.71$0.53$0.19
2018Detailed filing. Detailed filing data is available for this year.$2.07$0.20$1.87$0.58$0.37$0.21
2017Summary only. Only limited summary data is available for this year.$1.93$0.20$1.72$0.56$0.35$0.21
2016Detailed filing. Detailed filing data is available for this year.$1.66$0.19$1.47$0.50$0.36$0.13
2015Detailed filing. Detailed filing data is available for this year.$1.49$0.18$1.32$0.45$0.40$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.13$0.02$1.11$0.41$0.22$0.19
2012Summary only. Only limited summary data is available for this year.$0.92$0.00$0.92$0.42$0.41$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.90$0.00$0.90$0.32
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.79$0.00$0.79$0.23
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 29, 2025
Return Version
2024v5.1
Gross Receipts
$5,464,846
Mission and Program Overview

Mission

Provide health and welfare benefits to eligible participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$8,133,063$9,210,179▲ $1,077,116
Cash and Non-Interest-Bearing Accounts$546,203$1,390,414▲ $844,211
Accounts Receivable$250,601$220,913▼ $29,688
Savings and Temporary Cash Investments$165,266$50,358▼ $114,908
Total Assets$9,095,133$10,871,864▲ $1,776,731
Liabilities
Other Liabilities$652,826$2,056,000▲ $1,403,174
Accounts Payable and Accrued Expenses$23,889$7,894▼ $15,995
Total Liabilities$676,715$2,063,894▲ $1,387,179
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$8,418,418$8,807,970▲ $389,552
Total Net Assets Fund Balance$8,418,418$8,807,970▲ $389,552
Total Liabilities and Net Assets / Fund Balance$9,095,133$10,871,864▲ $1,776,731
Compensation and Service Providers
Top Officer Pay48th percentile

Board Members and Trustees

NameTitle
Durward FlemingLabor Trustee
Glenn MilesLabor Trustee
Jeramy McCoyLabor Trustee
Kris ComeauxLabor Trustee
Lacy WolfLabor Trustee
Monroe NorridLabor Trustee
Rufus FloydLabor Trustee
Teresa PayneLabor Trustee
Thomas KleinmannLabor Trustee
Chad DavisLabor Trustee Alt
Diana McClafertyManagement Trustee
Paul LittleManagement Trustee
Rick SutphinManagement Trustee
William G McCrawManagement Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,860,137
Investment Income
$375,386
Other Revenue
$229,323
Change in Net Assets
$1,792,726

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,464,846
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$5,464,846
Total Revenue per Form 990
$5,464,846
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$380,820
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$3,291,300
Fees for Services Other---$138,291
Fees for Services Management---$100,585
Fees for Service Investment Mgmnt Fees---$40,755
Fees for Services Accounting---$33,180
Fees for Services Legal---$32,993
Conferences and Meetings---$23,741
Insurance---$6,699
Office Expenses---$3,202
All Other Expenses---$1,374
Total Functional Expenses$0$0$0$3,672,120

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,672,120
Total Expenses per Audited Statements$3,672,120
Total Expenses per Form 990$3,672,120
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Estimated Hour Bank Liability$1,236,000
Claims Payable - IBNR$820,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11B

“Form 990 was provided to the Trustees for their review prior to filing.”

Form 990, Part VI, Section B, line 12C

“The organization regularly and consistently monitors and enforces compliance with the conflict of interest policy during board of trustee meetings.”

Form 990, Part VI, Section C, line 18

“Form 990 is available for public inspection upon public request.”

Form 990, Part VI, Section C, line 19

“The organization makes its governing documents available upon public request.”

Filing and Contact Details

Filer

Filer Name
Southwest Health Benefits Fund
EIN
75-6012126
Phone
7136439300
Address
8441 Gulf Freeway 304, Houston, TX 77017

Signing Officer

Name
Robert Grein
Title
Trustee
Phone
7136439300
Signed
2025-10-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Grein
Formed
1952
Legal Domicile
TX
Voting Board Members
6
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Needles & Associates LLC
Address
9737 Wadsworth Pkwy Suite 50, Westminster, CO 80021
Preparer
Kurt D Needles CPA
Phone
3034304225
Supplemental Narrative

Financial Statement Notes

Part X, Line 2:

“The trust funding benefits of the Plan received an exemption letter from the Internal Revenue Service stating that the trust is tax-exempt under the provision of Section 501(c)9 of the Internal Revenue Code. The Plan and the trust are required to operate in conformity with the Internal Revenue Code 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 Internal Revenue Code. Accounting principles generally accepted in the United States of America require Plan management to evaluate tax positions taken by the Plan and recognize a tax liability (or asset) if it has taken an uncertain position that more likely than not would not be sustained upon examination by the Internal Revenue Service. Plan management has evaluated the Plan's tax positions and concluded that the Plan has taken no uncertain tax positions that would require financial statement recognition or disclosure for the years ended December 31, 2024 and 2023. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. With few exceptions, the Plan is no longer subject to tax examinations by tax authorities for years preceding December 31, 2019.”

Part XII, Line 4B - Other Adjustments:

“Change in benefit obligations”

Raw XML Appendix391 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/NetAssetsOrFundBalancesEOYAmt08807970
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt08418418
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt08807970
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt03202
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt0652826
IRS990/OtherLiabilitiesGrp/EOYAmt02056000
IRS990/OtherRevenueMiscGrp/Desc0Net appreciation fair
IRS990/OtherRevenueMiscGrp/Desc1Other Income
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0192145
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt137178
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0192145
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt137178
IRS990/OtherRevenueTotalAmt0229323
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Robert Grein
IRS990/PriorPeriodAdjustmentsAmt0-1403174
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/Desc0Employer contributions
IRS990/ProgramServiceRevenueGrp/Desc1Participant contributi
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04839734
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt120403
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04839734
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt120403
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt01451722
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0297611
IRS990/PYOtherExpensesAmt0315547
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt02200096
IRS990/PYRevenuesLessExpensesAmt0730438
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01767269
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02497707
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt01792726
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0165266
IRS990/SavingsAndTempCashInvstGrp/EOYAmt050358
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt03672120
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01236000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1820000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Estimated Hour Bank Liability
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Claims Payable - IBNR
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt05464846
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The trust funding benefits of the Plan received an exemption letter from the Internal Revenue Service stating that the trust is tax-exempt under the provision of Section 501(c)9 of the Internal Revenue Code. The Plan and the trust are required to operate in conformity with the Internal Revenue Code 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 Internal Revenue Code. Accounting principles generally accepted in the United States of America require Plan management to evaluate tax positions taken by the Plan and recognize a tax liability (or asset) if it has taken an uncertain position that more likely than not would not be sustained upon examination by the Internal Revenue Service. Plan management has evaluated the Plan's tax positions and concluded that the Plan has taken no uncertain tax positions that would require financial statement recognition or disclosure for the years ended December 31, 2024 and 2023. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. With few exceptions, the Plan is no longer subject to tax examinations by tax authorities for years preceding December 31, 2019.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Change in benefit obligations
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XII, Line 4b - Other Adjustments:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt03672120
IRS990ScheduleD/TotalLiabilityAmt02056000
IRS990ScheduleD/TotalRevenuePerForm990Amt05464846
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05464846
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03672120
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990 was provided to the Trustees for their review prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organization regularly and consistently monitors and enforces compliance with the conflict of interest policy during board of trustee meetings.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Form 990 is available for public inspection upon public request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The organization makes its governing documents available upon public request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0Info needed for Sch R Part III & IV is maintained by plan administrator
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0Info needed for Sch R Part III & IV is maintained by plan administrator
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt09095133
IRS990/TotalAssetsEOYAmt010871864
IRS990/TotalAssetsGrp/BOYAmt09095133
IRS990/TotalAssetsGrp/EOYAmt010871864
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt03672120
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0676715
IRS990/TotalLiabilitiesEOYAmt02063894
IRS990/TotalLiabilitiesGrp/BOYAmt0676715
IRS990/TotalLiabilitiesGrp/EOYAmt02063894
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt08418418
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt08807970
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt04860137
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05464846
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05464846
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt09095133
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt010871864
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt08441 Gulf Freeway 304
IRS990/USAddress/CityNm0Houston
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd077017
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0www.swhbf.com
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Robert Grein
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum07136439300
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Southwest Health Benefits Fund
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0756012126
ReturnHeader/Filer/PhoneNum07136439300
ReturnHeader/Filer/USAddress/AddressLine1Txt08441 Gulf Freeway 304
ReturnHeader/Filer/USAddress/CityNm0Houston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077017
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0510435869
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Needles & Associates LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09737 Wadsworth Pkwy Suite 50
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Westminster
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080021
ReturnHeader/PreparerPersonGrp/PhoneNum03034304225
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kurt D Needles CPA
ReturnHeader/ReturnTs02025-10-29T15:41:46-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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