Texas Children'S Hospital Cash Balance Pension Plan — Form 5500 plan (Texas Children'S)
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 Children'S Hospital Cash Balance Pension Plan is a benefit plan reported by Texas Children'S under EIN 76-0461578 and plan number 001. The latest loaded filing year is 2023. The filing reports 17,319 participants and $679,392,146 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Texas Children'S
- EIN
- 76-0461578
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 17,319
- End-of-year plan assets
- $679,392,146
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 17,319 | H, C | 20250428103205NAL0019612608001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $679,392,146
- Total liabilities (EOY)
- $10,177,701
- Net assets (EOY)
- $669,214,445
- Net assets (BOY)
- $570,460,107
Income & contributions
- Employer contributions
- $9,780,000
- Participant contributions
- $0
- Total contributions
- $9,780,000
- Total income / additions
- $124,998,686
Expenses & distributions
- Benefits paid
- $21,727,196
- Administrative expenses
- $4,517,152
- Total expenses
- $26,244,348
- Net increase / (decrease)
- $98,754,338
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Arrowstreet Capital | NONE | $1,036,200 | not reported in the loaded dataset | 2023 |
| Fmr LLC | NONE | $865,374 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | NONE | $231,359 | not reported in the loaded dataset | 2023 |
| Pacific Investment Mgmt | NONE | $177,844 | not reported in the loaded dataset | 2023 |
| Mercer (Us) Inc | NONE | $166,685 | not reported in the loaded dataset | 2023 |
| Legal & General Investment | NONE | $127,184 | not reported in the loaded dataset | 2023 |
| Fayez Sarofim & Co | NONE | $79,679 | not reported in the loaded dataset | 2023 |
| Palo Duro Investment | NONE | $78,325 | not reported in the loaded dataset | 2023 |
| Bares Capital Management, Inc. | NONE | $33,209 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional | NONE | $22,200 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Texas Children'S
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Arrowstreet Capital — Schedule C compensation
- Fmr LLC — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Pacific Investment Mgmt — Schedule C compensation
- Mercer (Us) Inc — Schedule C compensation
- Legal & General Investment — Schedule C compensation
- Fayez Sarofim & Co — Schedule C compensation
- Palo Duro Investment — Schedule C compensation
- Bares Capital Management, Inc. — Schedule C compensation
- Blackrock Institutional — Schedule C compensation