2023 Form 5500 filing — Texas Biomedical Research Institute 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 20241014095034NAL0026952561001) for Texas Biomedical Research Institute Retirement Plan, reported by Texas Biomedical Research Institute under EIN 74-1109630 and plan number 001. It reports 1,074 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014095034NAL0026952561001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Texas Biomedical Research Institute
- EIN
- 74-1109630
- Plan number
- 001
- Location
- San Antonio, TX
- Participants
- 1,074
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $107,684,376
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $107,684,376
- Employer contributions
- $2,405,971
- Participant contributions
- $1,826,679
- Total income / additions
- $17,535,738
- Benefits paid
- $5,240,469
- Administrative expenses
- $192,440
- Total expenses
- $5,446,184
- Net increase / (decrease)
- $12,089,554
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa - Teachers Insurance And Annui | RECORDKEEPING | $130,093 | $0 |
| Pensionmark Financial Group | NONE | $47,846 | not reported in the loaded dataset |
| Alliance Benefit Group Of Houston | NONE | $12,410 | not reported in the loaded dataset |