2023 Form 5500 filing — Texas United Corporation Pension 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 20241009105449NAL0037525554001) for Texas United Corporation Pension Plan, reported by Texas United Corporation under EIN 74-1663878 and plan number 001. It reports 830 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009105449NAL0037525554001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Texas United Corporation
- EIN
- 74-1663878
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 830
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $135,739,655
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $135,739,655
- Employer contributions
- $4,000,000
- Total income / additions
- $18,894,500
- Benefits paid
- $5,652,084
- Administrative expenses
- $610,655
- Total expenses
- $6,262,739
- Net increase / (decrease)
- $12,631,761
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fiam Trust Company | NONE | $481,261 | $0 |
| Fidelity Investments Inst. Op Co. | NONE | $129,394 | not reported in the loaded dataset |