Texas Medical Liability Trust 401(K) Plan — Form 5500 plan (Texas Medical Liability Trust)
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 Medical Liability Trust 401(K) Plan is a benefit plan reported by Texas Medical Liability Trust under EIN 74-2002140 and plan number 002. The latest loaded filing year is 2023. The filing reports 212 participants and $53,642,792 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Texas Medical Liability Trust
- EIN
- 74-2002140
- Plan number
- 002
- Plan type
- 2
- Location
- Austin, TX
- Latest filing year
- 2023
- Participants
- 212
- End-of-year plan assets
- $53,642,792
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 212 | H, C | 20241002135029NAL0014442816001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $53,642,792
- Net assets (EOY)
- $53,642,792
- Net assets (BOY)
- $44,484,192
Income & contributions
- Employer contributions
- $1,918,549
- Participant contributions
- $1,422,322
- Total contributions
- $3,481,781
- Total income / additions
- $10,852,749
Expenses & distributions
- Benefits paid
- $1,591,981
- Administrative expenses
- $102,168
- Total expenses
- $1,694,149
- Net increase / (decrease)
- $9,158,600
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Marsh Usa Inc | NONE | $55,449 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services,Inc | NONE | $46,718 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $57 | $0 | 2023 |