The Tax Sheltered Annuity Plan Of Texas Children'S Hospital — 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, The Tax Sheltered Annuity Plan Of Texas Children'S Hospital is a benefit plan reported by Texas Children'S under EIN 76-0461578 and plan number 002. The latest loaded filing year is 2023. The filing reports 19,861 participants and $1,837,550,608 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$1.8BPlan net assets, end of year$1,837,546,518
Participants19.9KCovered participants reported19,861
Assets / participant$92.5KComputed: assets ÷ participants$92,521 (computed)
Provider compensation$955.2K4 Schedule C provider row(s)$955,158
- Plan sponsor
- Texas Children'S
- EIN
- 76-0461578
- Plan number
- 002
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 19,861 | H, C | 20240726172053NAL0016473329001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$1.8B total assets
Net assets$1.8BLiabilities$4.1K
Full reported line items
Net assets
- Total assets (EOY)
- $1,837,550,608
- Total liabilities (EOY)
- $4,090
- Net assets (EOY)
- $1,837,546,518
- Net assets (BOY)
- $1,475,238,032
Income & contributions
- Employer contributions
- $32,513,228
- Participant contributions
- $115,317,306
- Total contributions
- $158,431,248
- Total income / additions
- $440,538,462
Expenses & distributions
- Benefits paid
- $76,459,894
- Administrative expenses
- $950,269
- Total expenses
- $78,229,976
- Net increase / (decrease)
- $362,308,486
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
22%78%
Employer 22%Participant 78%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income17%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $579,187 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $265,271 | not reported in the loaded dataset | 2023 |
| Aon Investments Usa Inc. | INVESTMENT ADVISOR | $90,000 | not reported in the loaded dataset | 2023 |
| Mcconnell & Jones Llp | ACCOUNTANT/AUDITOR | $20,700 | 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
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Aon Investments Usa Inc. — Schedule C compensation
- Mcconnell & Jones Llp — Schedule C compensation