2023 Form 5500 filing — Texas Scottish Rite Hospital For Children 401(A) 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 20241014094114NAL0026929905001) for Texas Scottish Rite Hospital For Children 401(A) Plan, reported by Texas Scottish Rite Hospital For Children under EIN 75-0818178 and plan number 007. It reports 1,247 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)$32.8MReported net assets$32,833,793
Participants1.2K1,247
Provider compensation$5K1 Schedule C row(s)$4,960
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014094114NAL0026929905001
Plan sponsor
Texas Scottish Rite Hospital For Children
EIN
75-0818178
Plan number
007
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)$32.8M total assets
Net assets$32.8MLiabilities$0
Money in vs. money out
Total income / additions$9.5M
Total expenses$1.3M
Benefits paid / distributions$1.3M
Contributions
Employer$4.7M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$32,833,793
Total liabilities (EOY)
$0
Net assets (EOY)
$32,833,793
Employer contributions
$4,736,469
Total income / additions
$9,529,374
Benefits paid
$1,328,288
Administrative expenses
$4,960
Total expenses
$1,333,248
Net increase / (decrease)
$8,196,126

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
The Vanguard Group, Inc.NONE$4,960$0

Related Form 5500 pages