Texas Health Frozen Prior Employer 401(K) Plan — Form 5500 plan (Texas Health Resources)
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 Health Frozen Prior Employer 401(K) Plan is a benefit plan reported by Texas Health Resources under EIN 75-2702388 and plan number 013. The latest loaded filing year is 2023. The filing reports 500 participants and $113,090,515 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Texas Health Resources
- EIN
- 75-2702388
- Plan number
- 013
- Plan type
- 2
- Location
- Arlington, TX
- Latest filing year
- 2023
- Participants
- 500
- End-of-year plan assets
- $113,090,515
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 500 | H, C | 20241001103022NAL0006610065001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $113,090,515
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $113,090,515
- Net assets (BOY)
- $33,719,869
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $38
- Total contributions
- $38
- Total income / additions
- $12,347,310
Expenses & distributions
- Benefits paid
- $12,653,577
- Administrative expenses
- $28,605
- Total expenses
- $12,709,481
- Net increase / (decrease)
- -$362,171
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $18,276 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $10,340 | not reported in the loaded dataset | 2023 |