2023 Form 5500 filing — Texas Hospital Association Retirement Master Trust For Member Hospitals
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 20241003093635NAL0020196770001) for Texas Hospital Association Retirement Master Trust For Member Hospitals, reported by Successor Trustees Of The Tx Hosp. Ass. Ret. Plan For Mem. Hosp. under EIN 74-2672021 and plan number 001. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003093635NAL0020196770001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Successor Trustees Of The Tx Hosp. Ass. Ret. Plan For Mem. Hosp.
- EIN
- 74-2672021
- Plan number
- 001
- Location
- Austin, TX
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $785,369,361
- Total liabilities (EOY)
- $294,800
- Net assets (EOY)
- $785,074,561
- Total income / additions
- $116,248,664
- Benefits paid
- $0
- Administrative expenses
- $3,061,503
- Total expenses
- $3,061,503
- Net increase / (decrease)
- $113,187,161
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rudd & Wisdom, Inc. | NONE | $1,859,099 | not reported in the loaded dataset |
| Texas Hospital Association | PLAN ADMINISTRATOR | $397,260 | not reported in the loaded dataset |
| Morgan Stanley Investment Mgmt | NONE | $367,704 | $0 |
| Aon Hewitt Investment Consulting | NONE | $128,086 | not reported in the loaded dataset |
| Armanino Llp | NONE | $73,920 | not reported in the loaded dataset |
| Northern Trust Company | NONE | $67,314 | not reported in the loaded dataset |
| Insurica Of Central Oklahoma | NONE | $55,808 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $45,053 | $0 |
| Gabriel, Roeder, Smith & Company | NONE | $34,500 | not reported in the loaded dataset |
| Jackson & Carter | NONE | $13,858 | not reported in the loaded dataset |
| Holtzman Partners | NONE | $11,000 | not reported in the loaded dataset |