2023 Form 5500 filing — Texas Professional Service Providers Benefits Trust
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 20240731135510NAL0014382051001) for Texas Professional Service Providers Benefits Trust, reported by American Association Of Business Networking under EIN 63-1012610 and plan number 501. It reports 645 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731135510NAL0014382051001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- American Association Of Business Networking
- EIN
- 63-1012610
- Plan number
- 501
- Location
- Austin, TX
- Participants
- 645
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,165,869
- Total liabilities (EOY)
- $771,295
- Net assets (EOY)
- $1,394,574
- Employer contributions
- $7,504,966
- Total income / additions
- $7,505,041
- Benefits paid
- $5,581,280
- Administrative expenses
- $1,750,007
- Total expenses
- $7,331,287
- Net increase / (decrease)
- $173,754
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pf Re, Inc. | NONE | $1,531,797 | not reported in the loaded dataset |
| Business Planning Concepts, Inc. | NONE | $729,456 | not reported in the loaded dataset |
| Aetna | NONE | $419,949 | not reported in the loaded dataset |
| Concord Management Resources | NONE | $234,546 | not reported in the loaded dataset |
| Health Care Plan Insurance Services | NONE | $118,491 | not reported in the loaded dataset |
| Greenberg Traurig P.A. | NONE | $84,500 | not reported in the loaded dataset |
| Strategic Underwriting Solutions | NONE | $50,598 | not reported in the loaded dataset |
| Windsor Strategy Partners, Inc. | NONE | $34,720 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | NONE | $29,640 | not reported in the loaded dataset |
| Joyce Dabeau | NONE | $24,500 | not reported in the loaded dataset |