Texas Association Of School Boards, Inc. Retirement Plan — Form 5500 plan (Texas Association Of School Boards, 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 Association Of School Boards, Inc. Retirement Plan is a benefit plan reported by Texas Association Of School Boards, Inc. under EIN 74-2275519 and plan number 002. The latest loaded filing year is 2023. The filing reports 667 participants and $106,644,473 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Texas Association Of School Boards, Inc.
- EIN
- 74-2275519
- Plan number
- 002
- Plan type
- 2
- Location
- Austin, TX
- Latest filing year
- 2023
- Participants
- 667
- End-of-year plan assets
- $106,644,473
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 667 | H, C | 20240925124131NAL0008331507001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $106,644,473
- Total liabilities (EOY)
- $40
- Net assets (EOY)
- $106,644,433
- Net assets (BOY)
- $92,843,623
Income & contributions
- Employer contributions
- $3,598,957
- Participant contributions
- $4,276,058
- Total contributions
- $9,373,286
- Total income / additions
- $24,985,495
Expenses & distributions
- Benefits paid
- $10,985,220
- Administrative expenses
- $134,444
- Total expenses
- $11,184,685
- Net increase / (decrease)
- $13,800,810
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Maxwell Locke & Ritter Llp | ACCOUNTANT/AUDITOR | $21,500 | not reported in the loaded dataset | 2023 |
| Sageview Advisory Group, LLC | INVESTMENT ADVISOR | $16,000 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $12,421 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$18,387 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Texas Association Of School Boards, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Austin, TX
- Maxwell Locke & Ritter Llp — Schedule C compensation
- Sageview Advisory Group, LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation