2023 Form 5500 filing — Texas Mutual Insurance Company Retirement Savings 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 20241009091411NAL0010466083001) for Texas Mutual Insurance Company Retirement Savings Plan, reported by Texas Mutual Insurance Company under EIN 74-2615873 and plan number 002. It reports 1,348 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$290.6MReported net assets$290,611,810
Participants1.3K1,348
Provider compensationNone reported2 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241009091411NAL0010466083001
- Plan sponsor
- Texas Mutual Insurance Company
- EIN
- 74-2615873
- Plan number
- 002
- Location
- Austin, TX
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$290.6M total assets
Net assets$290.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $290,611,810
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $290,611,810
- Employer contributions
- $10,630,186
- Participant contributions
- $8,481,884
- Total income / additions
- $73,201,396
- Benefits paid
- $19,948,970
- Administrative expenses
- $31,872
- Total expenses
- $19,980,842
- Net increase / (decrease)
- $53,220,554
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Crowe Llp | ACCOUNTANT/AUDITOR | $22,050 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$200,053 | $0 |