2023 Form 5500 filing — Houston Hospitals, Inc. Retirement 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 20241216100514NAL0002074704001) for Houston Hospitals, Inc. Retirement Plan, reported by Houston Hospitals, Inc. under EIN 71-1045290 and plan number 001. It reports 1,788 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241216100514NAL0002074704001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Houston Hospitals, Inc.
- EIN
- 71-1045290
- Plan number
- 001
- Location
- Warner Robins, GA
- Participants
- 1,788
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $93,998,846
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $93,998,846
- Total income / additions
- $5,578,318
- Benefits paid
- $17,691,917
- Administrative expenses
- $77,421
- Total expenses
- $17,769,338
- Net increase / (decrease)
- -$12,191,020
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northern Trust | NONE | $56,879 | $0 |
| Ativo Capital Management LLC | NONE | $8,691 | $0 |
| Geneva Capital Management | NONE | $6,130 | $0 |
| Kennedy Capital Management Inc. | NONE | $5,721 | $0 |