2023 Form 5500 filing — Retirement Plan For Employees Of Texas State Teachers Association
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 20250610142423NAL0013175715001) for Retirement Plan For Employees Of Texas State Teachers Association, reported by Texas State Teachers Association under EIN 74-1316497 and plan number 001. It reports 183 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250610142423NAL0013175715001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Texas State Teachers Association
- EIN
- 74-1316497
- Plan number
- 001
- Location
- Austin, TX
- Participants
- 183
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,543,880
- Total liabilities (EOY)
- $28,114
- Net assets (EOY)
- $39,515,766
- Employer contributions
- $983,333
- Total income / additions
- $6,972,623
- Benefits paid
- $1,831,406
- Administrative expenses
- $356,587
- Total expenses
- $2,187,993
- Net increase / (decrease)
- $4,784,630
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rudd & Wisdom, Inc | ACTUARY | $130,873 | not reported in the loaded dataset |
| Morgan Stanley | INVESTMENT ADVISORY | $113,402 | not reported in the loaded dataset |
| Frost National Bank | TRUSTEE | $29,869 | not reported in the loaded dataset |
| Federated Mdta, LLC | INVESTMENT MANAGEMENT | $21,521 | not reported in the loaded dataset |
| Cambiar | INVESTMENT MANAGEMENT | $20,421 | $0 |
| Sage Advisory Services LLC | INVESTMENT MANAGEMENT | $15,500 | not reported in the loaded dataset |