2023 Form 5500 filing — Hpffa Medical Trust 341
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 20241107132242NAL0011413473003) for Hpffa Medical Trust 341, reported by Hpffa Medical Trust 341 under EIN 76-0131118 and plan number 501. It reports 3,640 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241107132242NAL0011413473003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hpffa Medical Trust 341
- EIN
- 76-0131118
- Plan number
- 501
- Location
- Houston, TX
- Participants
- 3,640
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,069,390
- Total liabilities (EOY)
- $478,771
- Net assets (EOY)
- $1,590,619
- Participant contributions
- $2,093,757
- Total income / additions
- $2,363,161
- Benefits paid
- $2,019,745
- Administrative expenses
- $347,633
- Total expenses
- $2,367,378
- Net increase / (decrease)
- -$4,217
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Boon Chapmans | not reported in the loaded dataset | $255,401 | not reported in the loaded dataset |
| Melton & Melton, L.L.P. | NONE | $24,867 | not reported in the loaded dataset |
| Edward Jones | CUSTODIAN | $23,147 | $0 |