F.H.C. Employees' Retirement And Security Plan — Form 5500 plan (Mclennan County Medical Education & Research Foundation)
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, F.H.C. Employees' Retirement And Security Plan is a benefit plan reported by Mclennan County Medical Education & Research Foundation under EIN 74-1873453 and plan number 003. The latest loaded filing year is 2023. The filing reports 730 participants and $27,923,015 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mclennan County Medical Education & Research Foundation
- EIN
- 74-1873453
- Plan number
- 003
- Plan type
- 2
- Location
- Waco, TX
- Latest filing year
- 2023
- Participants
- 730
- End-of-year plan assets
- $27,923,015
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 730 | H, C | 20241002131427NAL0015047792001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,923,015
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,923,015
- Net assets (BOY)
- $24,174,288
Income & contributions
- Employer contributions
- $892,275
- Total contributions
- $892,275
- Total income / additions
- $5,094,967
Expenses & distributions
- Benefits paid
- $1,332,610
- Administrative expenses
- $13,630
- Total expenses
- $1,346,240
- Net increase / (decrease)
- $3,748,727
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $99,590 | not reported in the loaded dataset | 2023 |