2023 Form 5500 filing — Travis Association For The Blind Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240927084941NAL0001094339001) for Travis Association For The Blind Retirement Plan, reported by Travis Association For The Blind under EIN 74-1143060 and plan number 001. It reports 574 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927084941NAL0001094339001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Travis Association For The Blind
- EIN
- 74-1143060
- Plan number
- 001
- Location
- Austin, TX
- Participants
- 574
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,240,855
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,240,855
- Employer contributions
- $391,156
- Participant contributions
- $1,045,879
- Total income / additions
- $2,708,690
- Benefits paid
- $1,624,602
- Administrative expenses
- $54,502
- Total expenses
- $1,679,104
- Net increase / (decrease)
- $1,029,586
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $30,008 | $0 |
| Ubs Financial Services, Inc. | INVESTMENT ADVISOR | $29,316 | not reported in the loaded dataset |
| July Business Services | CONTRACT ADMIN | $18,802 | $3,665 |
| Fiduciary Wise LLC | OTHER | $7,284 | not reported in the loaded dataset |
| Nfp Retirement Inc | INVESTMENT ADVISOR | $3,500 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $70 | not reported in the loaded dataset |