Central Texas Health And Benefit Plan — Form 5500 plan (Board Of Trustees Of Central Texas Health And Benefit Fund)
Plain-English plan 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, Central Texas Health And Benefit Plan is a benefit plan reported by Board Of Trustees Of Central Texas Health And Benefit Fund under EIN 20-0400732 and plan number 501. The latest loaded filing year is 2023. The filing reports 3,184 participants and $29,226,461 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Central Texas Health And Benefit Fund
- EIN
- 20-0400732
- Plan number
- 501
- Plan type
- 1
- Location
- Albuquerque, NM
- Latest filing year
- 2023
- Participants
- 3,184
- End-of-year plan assets
- $29,226,461
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,184 | H, C | 20241015103735NAL0028084849001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,226,461
- Total liabilities (EOY)
- $4,523,198
- Net assets (EOY)
- $24,703,263
- Net assets (BOY)
- $22,993,541
Income & contributions
- Employer contributions
- $32,447,617
- Participant contributions
- $91,638
- Total contributions
- $33,911,179
- Total income / additions
- $36,413,818
Expenses & distributions
- Benefits paid
- $33,377,359
- Administrative expenses
- $1,326,737
- Total expenses
- $34,704,096
- Net increase / (decrease)
- $1,709,722
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Southwest Service Administrators | ADMINISTRATOR | $989,593 | not reported in the loaded dataset | 2023 |
| Ryan Benefits, Inc | CONSULTANT | $75,000 | not reported in the loaded dataset | 2023 |
| Conner & Winters, Llp | ATTORNEY | $58,930 | not reported in the loaded dataset | 2023 |
| Rbc Wealth Management | INVEST. ADVISOR | $35,000 | not reported in the loaded dataset | 2023 |
| Edwards And Leathers, P.C. | AUDITOR | $16,000 | not reported in the loaded dataset | 2023 |
| Harper & Pearson | PAYROLL AUDITOR | $2,372 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Central Texas Health And Benefit Fund
- 2023 Form 5500 filing
- Form 5500 filings in NM
- 401(k) and benefit plan filings in Albuquerque, NM
- Southwest Service Administrators — Schedule C compensation
- Ryan Benefits, Inc — Schedule C compensation
- Conner & Winters, Llp — Schedule C compensation
- Rbc Wealth Management — Schedule C compensation
- Edwards And Leathers, P.C. — Schedule C compensation
- Harper & Pearson — Schedule C compensation