2023 Form 5500 filing — Heart Of Texas Healthcare System 403b 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 20241204143600NAL0005828304001) for Heart Of Texas Healthcare System 403b Plan, reported by Heart Of Texas Healthcare System under EIN 32-0326595 and plan number 002. It reports 158 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)$3MReported net assets$2,974,413
Participants158
Provider compensation$51.7K4 Schedule C row(s)$51,717
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241204143600NAL0005828304001
- Plan sponsor
- Heart Of Texas Healthcare System
- EIN
- 32-0326595
- Plan number
- 002
- Location
- Brady, 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)$3M total assets
Net assets$3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $2,974,413
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,974,413
- Employer contributions
- $99,771
- Participant contributions
- $117,050
- Total income / additions
- $622,378
- Benefits paid
- $311,341
- Administrative expenses
- $1,093
- Total expenses
- $312,434
- Net increase / (decrease)
- $309,944
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American United Life Insurance Co | NONE | $1,824 | $21,247 |
| Kestra Investment Services | NONE | $0 | $13,615 |
| American United Life Insurance Co | NONE | $942 | $8,343 |
| Kestra Investment Services | NONE | $0 | $5,746 |