2023 Form 5500 filing — Tha Participant Directed Retirement Program Group 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 20240823130636NAL0003664291001) for Tha Participant Directed Retirement Program Group Trust, reported by Texas Hospital Association under EIN 84-4311773 and plan number 001. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240823130636NAL0003664291001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Texas Hospital Association
- EIN
- 84-4311773
- Plan number
- 001
- Location
- Austin, TX
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,366,664
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,366,664
- Total income / additions
- $3,439,347
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $3,439,347
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rudd And Wisdom, Inc. | NONE | $145,015 | not reported in the loaded dataset |
| Nfp Retirement, Inc. | NONE | $18,549 | not reported in the loaded dataset |
| Armanino Llp | NONE | $16,637 | not reported in the loaded dataset |
| Texas Hospital Association | NONE | $12,979 | not reported in the loaded dataset |
| Aon Investments Usa Inc | NONE | $12,276 | not reported in the loaded dataset |
| Capfinancial Partners, LLC. | NONE | $5,017 | not reported in the loaded dataset |