Texas Hospital Association Retirement Master Trust For Member Hospitals — Form 5500 plan (Successor Trustees Of The Tx Hosp. Ass. Ret. Plan For Mem. Hosp.)
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 Hospital Association Retirement Master Trust For Member Hospitals is a benefit plan reported by Successor Trustees Of The Tx Hosp. Ass. Ret. Plan For Mem. Hosp. under EIN 74-2672021 and plan number 001. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $785,369,361 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Successor Trustees Of The Tx Hosp. Ass. Ret. Plan For Mem. Hosp.
- EIN
- 74-2672021
- Plan number
- 001
- Plan type
- 4
- Location
- Austin, TX
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $785,369,361
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241003093635NAL0020196770001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $785,369,361
- Total liabilities (EOY)
- $294,800
- Net assets (EOY)
- $785,074,561
- Net assets (BOY)
- $664,062,894
Income & contributions
- Total contributions
- $0
- Total income / additions
- $116,248,664
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $3,061,503
- Total expenses
- $3,061,503
- Net increase / (decrease)
- $113,187,161
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rudd & Wisdom, Inc. | NONE | $1,859,099 | not reported in the loaded dataset | 2023 |
| Texas Hospital Association | PLAN ADMINISTRATOR | $397,260 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Investment Mgmt | NONE | $367,704 | $0 | 2023 |
| Aon Hewitt Investment Consulting | NONE | $128,086 | not reported in the loaded dataset | 2023 |
| Armanino Llp | NONE | $73,920 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | NONE | $67,314 | not reported in the loaded dataset | 2023 |
| Insurica Of Central Oklahoma | NONE | $55,808 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | NONE | $45,053 | $0 | 2023 |
| Gabriel, Roeder, Smith & Company | NONE | $34,500 | not reported in the loaded dataset | 2023 |
| Jackson & Carter | NONE | $13,858 | not reported in the loaded dataset | 2023 |
| Holtzman Partners | NONE | $11,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Successor Trustees Of The Tx Hosp. Ass. Ret. Plan For Mem. Hosp.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Austin, TX
- Rudd & Wisdom, Inc. — Schedule C compensation
- Texas Hospital Association — Schedule C compensation
- Morgan Stanley Investment Mgmt — Schedule C compensation
- Aon Hewitt Investment Consulting — Schedule C compensation
- Armanino Llp — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Insurica Of Central Oklahoma — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Gabriel, Roeder, Smith & Company — Schedule C compensation
- Jackson & Carter — Schedule C compensation
- Holtzman Partners — Schedule C compensation