2023 Form 5500 filing — Texas Children'S Hospital Cash Balance Pension 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 20250428103205NAL0019612608001) for Texas Children'S Hospital Cash Balance Pension Plan, reported by Texas Children'S under EIN 76-0461578 and plan number 001. It reports 17,319 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250428103205NAL0019612608001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Texas Children'S
- EIN
- 76-0461578
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 17,319
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $679,392,146
- Total liabilities (EOY)
- $10,177,701
- Net assets (EOY)
- $669,214,445
- Employer contributions
- $9,780,000
- Participant contributions
- $0
- Total income / additions
- $124,998,686
- Benefits paid
- $21,727,196
- Administrative expenses
- $4,517,152
- Total expenses
- $26,244,348
- Net increase / (decrease)
- $98,754,338
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Arrowstreet Capital | NONE | $1,036,200 | not reported in the loaded dataset |
| Fmr LLC | NONE | $865,374 | not reported in the loaded dataset |
| The Bank Of New York Mellon | NONE | $231,359 | not reported in the loaded dataset |
| Pacific Investment Mgmt | NONE | $177,844 | not reported in the loaded dataset |
| Mercer (Us) Inc | NONE | $166,685 | not reported in the loaded dataset |
| Legal & General Investment | NONE | $127,184 | not reported in the loaded dataset |
| Fayez Sarofim & Co | NONE | $79,679 | not reported in the loaded dataset |
| Palo Duro Investment | NONE | $78,325 | not reported in the loaded dataset |
| Bares Capital Management, Inc. | NONE | $33,209 | not reported in the loaded dataset |
| Blackrock Institutional | NONE | $22,200 | not reported in the loaded dataset |