2023 Form 5500 filing — Retirement Plan For Employees Of Texas Scottish Rite Hospital For Children
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 20250401094703NAL0006885201001) for Retirement Plan For Employees Of Texas Scottish Rite Hospital For Children, reported by Texas Scottish Rite Hospital For Children under EIN 75-0818178 and plan number 001. It reports 681 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250401094703NAL0006885201001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Texas Scottish Rite Hospital For Children
- EIN
- 75-0818178
- Plan number
- 001
- Location
- Dallas, TX
- Participants
- 681
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $203,649,227
- Total liabilities (EOY)
- $109,587
- Net assets (EOY)
- $203,539,640
- Employer contributions
- $6,790,443
- Total income / additions
- $26,970,216
- Benefits paid
- $11,734,455
- Administrative expenses
- $1,129,425
- Total expenses
- $12,863,880
- Net increase / (decrease)
- $14,106,336
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Security Capitol Research & Managem | INVESTMENT MANAGER | $149,802 | not reported in the loaded dataset |
| Northern Trust Company | TRUSTEE | $149,381 | $0 |
| Van Berkom & Associates | INVESTMENT MANAGER | $143,594 | not reported in the loaded dataset |
| Stone Harbor Investment Partners Lp | INVESTMENT MANAGER | $63,384 | not reported in the loaded dataset |
| Aberdeen Asset Management, Inc. | INVESTMENT MANAGER | $56,966 | not reported in the loaded dataset |
| Milliman | ACTUARY | $40,300 | not reported in the loaded dataset |
| Lane Gorman Trubitt, LLC | ACCOUNTANT | $20,350 | not reported in the loaded dataset |