2023 Form 5500 filing — F.H.C. Employees' Retirement And Security 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 20241002131427NAL0015047792001) for F.H.C. Employees' Retirement And Security Plan, reported by Mclennan County Medical Education & Research Foundation under EIN 74-1873453 and plan number 003. It reports 730 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002131427NAL0015047792001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mclennan County Medical Education & Research Foundation
- EIN
- 74-1873453
- Plan number
- 003
- Location
- Waco, TX
- Participants
- 730
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,923,015
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,923,015
- Employer contributions
- $892,275
- Total income / additions
- $5,094,967
- Benefits paid
- $1,332,610
- Administrative expenses
- $13,630
- Total expenses
- $1,346,240
- Net increase / (decrease)
- $3,748,727
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $99,590 | not reported in the loaded dataset |