2023 Form 5500 filing — Tax Deferred Annuity Plan Of Heart Of Texas Behavioral Health Network
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 20241015175017NAL0030541617001) for Tax Deferred Annuity Plan Of Heart Of Texas Behavioral Health Network, reported by Heart Of Texas Behavioral Heal under EIN 74-1622958 and plan number 002. It reports 155 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)$12.3MReported net assets$12,281,625
Participants155
Provider compensation$221 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015175017NAL0030541617001
- Plan sponsor
- Heart Of Texas Behavioral Heal
- EIN
- 74-1622958
- Plan number
- 002
- Location
- Waco, 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)$12.3M total assets
Net assets$12.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $12,281,625
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,281,625
- Employer contributions
- $0
- Participant contributions
- $65,534
- Total income / additions
- $1,740,232
- Benefits paid
- $688,914
- Administrative expenses
- $103
- Total expenses
- $689,017
- Net increase / (decrease)
- $1,051,215
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mutual Of America Investment Corp | INSURANCE CARRIER | $22 | $0 |