2023 Form 5500 filing — Central Texas Health And Benefit 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 20241015103735NAL0028084849001) for Central Texas Health And Benefit Plan, reported by Board Of Trustees Of Central Texas Health And Benefit Fund under EIN 20-0400732 and plan number 501. It reports 3,184 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015103735NAL0028084849001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Central Texas Health And Benefit Fund
- EIN
- 20-0400732
- Plan number
- 501
- Location
- Albuquerque, NM
- Participants
- 3,184
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,226,461
- Total liabilities (EOY)
- $4,523,198
- Net assets (EOY)
- $24,703,263
- Employer contributions
- $32,447,617
- Participant contributions
- $91,638
- Total income / additions
- $36,413,818
- Benefits paid
- $33,377,359
- Administrative expenses
- $1,326,737
- Total expenses
- $34,704,096
- Net increase / (decrease)
- $1,709,722
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Southwest Service Administrators | ADMINISTRATOR | $989,593 | not reported in the loaded dataset |
| Ryan Benefits, Inc | CONSULTANT | $75,000 | not reported in the loaded dataset |
| Conner & Winters, Llp | ATTORNEY | $58,930 | not reported in the loaded dataset |
| Rbc Wealth Management | INVEST. ADVISOR | $35,000 | not reported in the loaded dataset |
| Edwards And Leathers, P.C. | AUDITOR | $16,000 | not reported in the loaded dataset |
| Harper & Pearson | PAYROLL AUDITOR | $2,372 | not reported in the loaded dataset |