2023 Form 5500 filing — Texas Association Of School Boards, Inc. Retirement Plan
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 20240925124131NAL0008331507001) for Texas Association Of School Boards, Inc. Retirement Plan, reported by Texas Association Of School Boards, Inc. under EIN 74-2275519 and plan number 002. It reports 667 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925124131NAL0008331507001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Texas Association Of School Boards, Inc.
- EIN
- 74-2275519
- Plan number
- 002
- Location
- Austin, TX
- Participants
- 667
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $106,644,473
- Total liabilities (EOY)
- $40
- Net assets (EOY)
- $106,644,433
- Employer contributions
- $3,598,957
- Participant contributions
- $4,276,058
- Total income / additions
- $24,985,495
- Benefits paid
- $10,985,220
- Administrative expenses
- $134,444
- Total expenses
- $11,184,685
- Net increase / (decrease)
- $13,800,810
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Maxwell Locke & Ritter Llp | ACCOUNTANT/AUDITOR | $21,500 | not reported in the loaded dataset |
| Sageview Advisory Group, LLC | INVESTMENT ADVISOR | $16,000 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $12,421 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$18,387 | $0 |