2023 Form 5500 filing — Texas Scottish Rite Hospital For Children Defined Contribution 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 20241014093747NAL0014713203001) for Texas Scottish Rite Hospital For Children Defined Contribution Retirement Plan, reported by Texas Scottish Rite Hospital For Children under EIN 75-0818178 and plan number 006. It reports 1,504 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$102.7MReported net assets$102,715,128
Participants1.5K1,504
Provider compensation$25.4K1 Schedule C row(s)$25,430
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014093747NAL0014713203001
Plan sponsor
Texas Scottish Rite Hospital For Children
EIN
75-0818178
Plan number
006
Location
Dallas, TX
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$102.7M total assets
Net assets$102.7MLiabilities$0
Money in vs. money out
Total income / additions$24.2M
Total expenses$4.9M
Benefits paid / distributions$4.8M
Contributions
EmployerNot reported
Participant$8M
Full reported line items
Total assets (EOY)
$102,715,128
Total liabilities (EOY)
$0
Net assets (EOY)
$102,715,128
Participant contributions
$7,988,524
Total income / additions
$24,243,775
Benefits paid
$4,825,652
Administrative expenses
$25,430
Total expenses
$4,851,082
Net increase / (decrease)
$19,392,693

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
The Vanguard Group, Inc.NONE$25,430$0

Related Form 5500 pages