Texas Capitalization Resource Group, Inc. Health Benefit Trust — Form 5500 plan (Texas Capitalization Resource Group, Inc.)
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, Texas Capitalization Resource Group, Inc. Health Benefit Trust is a benefit plan reported by Texas Capitalization Resource Group, Inc. under EIN 20-1765214 and plan number 501. The latest loaded filing year is 2023. The filing reports 122 participants and $250,381 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Texas Capitalization Resource Group, Inc.
- EIN
- 20-1765214
- Plan number
- 501
- Plan type
- 2
- Location
- Fort Worth, TX
- Latest filing year
- 2023
- Participants
- 122
- End-of-year plan assets
- $250,381
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 122 | H, C | 20250319141728NAL0003624723001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $250,381
- Total liabilities (EOY)
- $111,049
- Net assets (EOY)
- $139,332
- Net assets (BOY)
- -$27,327
Income & contributions
- Employer contributions
- $990,739
- Participant contributions
- $291,697
- Total contributions
- $1,282,436
- Total income / additions
- $1,284,640
Expenses & distributions
- Benefits paid
- $711,245
- Administrative expenses
- $406,736
- Total expenses
- $1,117,981
- Net increase / (decrease)
- $166,659
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Higginbotham Insurance Agency, Inc. | BROKER | $41,940 | not reported in the loaded dataset | 2023 |
| United Healthcare Services Inc. | not reported in the loaded dataset | $26,787 | not reported in the loaded dataset | 2023 |
| The Benecon Group, LLC | BROKER | $23,248 | not reported in the loaded dataset | 2023 |
| Maxcor Plus | not reported in the loaded dataset | $14,724 | not reported in the loaded dataset | 2023 |
| Connectcare, LLC | PATIENT ADVOCATE | $7,494 | not reported in the loaded dataset | 2023 |
| Touchcare LLC | not reported in the loaded dataset | $5,602 | not reported in the loaded dataset | 2023 |
| National Healthcare Solutions, Inc. | not reported in the loaded dataset | $1,607 | not reported in the loaded dataset | 2023 |
| Medwatch LLC | not reported in the loaded dataset | $1,463 | not reported in the loaded dataset | 2023 |
| Meritan Health, An Aetna Company | CARRIER | $35 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Texas Capitalization Resource Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Fort Worth, TX
- Higginbotham Insurance Agency, Inc. — Schedule C compensation
- United Healthcare Services Inc. — Schedule C compensation
- The Benecon Group, LLC — Schedule C compensation
- Maxcor Plus — Schedule C compensation
- Connectcare, LLC — Schedule C compensation
- Touchcare LLC — Schedule C compensation
- National Healthcare Solutions, Inc. — Schedule C compensation
- Medwatch LLC — Schedule C compensation
- Meritan Health, An Aetna Company — Schedule C compensation