2023 Form 5500 filing — The Tax Sheltered Annuity Plan Of The Methodist Hospital

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 20241015171534NAL0049088256001) for The Tax Sheltered Annuity Plan Of The Methodist Hospital, reported by The Methodist Hospital under EIN 74-1180155 and plan number 333. It reports 41,302 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)$2.5BReported net assets$2,483,619,821
Participants41.3K41,302
Provider compensation$1.5M2 Schedule C row(s)$1,524,941
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015171534NAL0049088256001
Plan sponsor
The Methodist Hospital
EIN
74-1180155
Plan number
333
Location
Houston, TX
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$2.5B total assets
Net assets$2.5BLiabilities$0
Money in vs. money out
Total income / additions$677.3M
Total expenses$148.9M
Benefits paid / distributions$147.2M
Contributions
Employer$49.1M
Participant$233.2M
Full reported line items
Total assets (EOY)
$2,483,619,821
Total liabilities (EOY)
$0
Net assets (EOY)
$2,483,619,821
Employer contributions
$49,109,954
Participant contributions
$233,238,570
Total income / additions
$677,297,987
Benefits paid
$147,239,850
Administrative expenses
$1,522,838
Total expenses
$148,909,472
Net increase / (decrease)
$528,388,515
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    ADVISOR · Direct $1.1M
  2. 2
    RECORDKEEPER · Direct $450.2K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015171534NAL0049088256001 cover?
It is the 2023 Form 5500 filing for The Tax Sheltered Annuity Plan Of The Methodist Hospital, reported by The Methodist Hospital (EIN 74-1180155).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages