State Bar Members Insurance Program — Form 5500 plan (State Bar Of Texas Insurance 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, State Bar Members Insurance Program is a benefit plan reported by State Bar Of Texas Insurance Trust under EIN 74-2168815 and plan number 502. The latest loaded filing year is 2023. The filing reports 7,226 participants and $797,142 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- State Bar Of Texas Insurance Trust
- EIN
- 74-2168815
- Plan number
- 502
- Plan type
- 2
- Location
- Austin, TX
- Latest filing year
- 2023
- Participants
- 7,226
- End-of-year plan assets
- $797,142
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,226 | H, C | 20250315101759NAL0047403970001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $797,142
- Total liabilities (EOY)
- $72,874
- Net assets (EOY)
- $724,268
- Net assets (BOY)
- $976,884
Income & contributions
- Employer contributions
- $7,829,221
- Participant contributions
- $0
- Total contributions
- $7,829,221
- Total income / additions
- $7,909,720
Expenses & distributions
- Benefits paid
- $7,829,221
- Administrative expenses
- $333,115
- Total expenses
- $8,162,336
- Net increase / (decrease)
- -$252,616
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Member Benefits | NONE | $72,721 | not reported in the loaded dataset | 2023 |
| Rudd And Wisdom, Inc. | NONE | $5,669 | not reported in the loaded dataset | 2023 |