Mission
Provide health and welfare benefits to eligible participants.
Public Charity
Southwest Health Benefits Fund
Based in Houston, TX, Southwest Health Benefits Fund operates as a Public Charity. The organization reported $5.5M in revenue, $3.7M in expenses, $10.9M in total assets for fiscal year 2024.
EIN: 756012126
Houston, TX
Latest filing: 2024
Total Revenue$5.5M
Total Expenses$3.7M
Total Assets$10.9M
Grant Records0
Filing Years2019–2024
Officers & Directors
Labor Trustee Alt
Chad Davis
Management Trustee
Diana Mcclaferty
Labor Trustee
Durward Fleming
Labor Trustee
Glenn Miles
Labor Trustee
Jeramy Mccoy
Labor Trustee
Kris Comeaux
Officer compensation and complete director data available with membership.
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $5.5M | $3.7M | $10.9M |
| 2023 | $2.5M | $1.8M | $9.1M |
| 2022 | $4.9M | $1.8M | $8.0M |
| 2020 | $696K | $510K | $2.7M |
| 2019 | $714K | $528K | $2.3M |
Between 2019 and 2024, reported annual revenue grew from $714K to $5.5M (+665%), with total assets most recently reported at $10.9M.
Interactive year-over-year charts and full filing details available with membership.