2023 Form 5500 filing — State Bar Members Insurance Program
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 20250315101759NAL0047403970001) for State Bar Members Insurance Program, reported by State Bar Of Texas Insurance Trust under EIN 74-2168815 and plan number 502. It reports 7,226 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250315101759NAL0047403970001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- State Bar Of Texas Insurance Trust
- EIN
- 74-2168815
- Plan number
- 502
- Location
- Austin, TX
- Participants
- 7,226
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $797,142
- Total liabilities (EOY)
- $72,874
- Net assets (EOY)
- $724,268
- Employer contributions
- $7,829,221
- Participant contributions
- $0
- Total income / additions
- $7,909,720
- Benefits paid
- $7,829,221
- Administrative expenses
- $333,115
- Total expenses
- $8,162,336
- Net increase / (decrease)
- -$252,616
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Member Benefits | NONE | $72,721 | not reported in the loaded dataset |
| Rudd And Wisdom, Inc. | NONE | $5,669 | not reported in the loaded dataset |