2023 Form 5500 filing — Texas Medical Liability Trust Cash Balance 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 20241002153121NAL0009063489001) for Texas Medical Liability Trust Cash Balance Plan, reported by Texas Medical Liability Trust under EIN 74-2002140 and plan number 003. It reports 179 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002153121NAL0009063489001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Texas Medical Liability Trust
- EIN
- 74-2002140
- Plan number
- 003
- Location
- Austin, TX
- Participants
- 179
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,286,491
- Net assets (EOY)
- $6,286,491
- Employer contributions
- $500,000
- Total income / additions
- $1,015,596
- Benefits paid
- $518,024
- Administrative expenses
- $114,639
- Total expenses
- $632,663
- Net increase / (decrease)
- $382,933
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $30,905 | not reported in the loaded dataset |
| Sage Advisory Services Ltd Co | NONE | $13,471 | not reported in the loaded dataset |
| Mma Securities LLC | INVESTMENT ADVISOR | $12,000 | not reported in the loaded dataset |