Retirement Plan For Employees Of Texas Scottish Rite Hospital For Children — Form 5500 plan (Texas Scottish Rite Hospital For Children)
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, Retirement Plan For Employees Of Texas Scottish Rite Hospital For Children is a benefit plan reported by Texas Scottish Rite Hospital For Children under EIN 75-0818178 and plan number 001. The latest loaded filing year is 2023. The filing reports 681 participants and $203,649,227 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Texas Scottish Rite Hospital For Children
- EIN
- 75-0818178
- Plan number
- 001
- Plan type
- 2
- Location
- Dallas, TX
- Latest filing year
- 2023
- Participants
- 681
- End-of-year plan assets
- $203,649,227
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 681 | H, C | 20250401094703NAL0006885201001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $203,649,227
- Total liabilities (EOY)
- $109,587
- Net assets (EOY)
- $203,539,640
- Net assets (BOY)
- $189,433,304
Income & contributions
- Employer contributions
- $6,790,443
- Total contributions
- $6,790,443
- Total income / additions
- $26,970,216
Expenses & distributions
- Benefits paid
- $11,734,455
- Administrative expenses
- $1,129,425
- Total expenses
- $12,863,880
- Net increase / (decrease)
- $14,106,336
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Security Capitol Research & Managem | INVESTMENT MANAGER | $149,802 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | TRUSTEE | $149,381 | $0 | 2023 |
| Van Berkom & Associates | INVESTMENT MANAGER | $143,594 | not reported in the loaded dataset | 2023 |
| Stone Harbor Investment Partners Lp | INVESTMENT MANAGER | $63,384 | not reported in the loaded dataset | 2023 |
| Aberdeen Asset Management, Inc. | INVESTMENT MANAGER | $56,966 | not reported in the loaded dataset | 2023 |
| Milliman | ACTUARY | $40,300 | not reported in the loaded dataset | 2023 |
| Lane Gorman Trubitt, LLC | ACCOUNTANT | $20,350 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Texas Scottish Rite Hospital For Children
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Dallas, TX
- Security Capitol Research & Managem — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Van Berkom & Associates — Schedule C compensation
- Stone Harbor Investment Partners Lp — Schedule C compensation
- Aberdeen Asset Management, Inc. — Schedule C compensation
- Milliman — Schedule C compensation
- Lane Gorman Trubitt, LLC — Schedule C compensation