2023 Form 5500 filing — The Tax Sheltered Annuity Plan Of Texas Children'S Hospital
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240726172053NAL0016473329001) for The Tax Sheltered Annuity Plan Of Texas Children'S Hospital, reported by Texas Children'S under EIN 76-0461578 and plan number 002. It reports 19,861 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240726172053NAL0016473329001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Texas Children'S
- EIN
- 76-0461578
- Plan number
- 002
- Location
- Houston, TX
- Participants
- 19,861
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,837,550,608
- Total liabilities (EOY)
- $4,090
- Net assets (EOY)
- $1,837,546,518
- Employer contributions
- $32,513,228
- Participant contributions
- $115,317,306
- Total income / additions
- $440,538,462
- Benefits paid
- $76,459,894
- Administrative expenses
- $950,269
- Total expenses
- $78,229,976
- Net increase / (decrease)
- $362,308,486
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $579,187 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $265,271 | not reported in the loaded dataset |
| Aon Investments Usa Inc. | INVESTMENT ADVISOR | $90,000 | not reported in the loaded dataset |
| Mcconnell & Jones Llp | ACCOUNTANT/AUDITOR | $20,700 | not reported in the loaded dataset |