2023 Form 5500 filing — Tha Participant Directed Ret. Pro. For Mem. Hosp. Group Trust
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 20241014153608NAL0027733665001) for Tha Participant Directed Ret. Pro. For Mem. Hosp. Group Trust, reported by Successor Trustees Of The Tha Pdrp For Memb. Hosp. Group Trust under EIN 26-0303970 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
- 20241014153608NAL0027733665001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Successor Trustees Of The Tha Pdrp For Memb. Hosp. Group Trust
- EIN
- 26-0303970
- 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)
- $155,126,326
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $155,126,326
- Total income / additions
- $21,946,283
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $21,946,283
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman, Inc. | NONE | $343,796 | not reported in the loaded dataset |
| Armanino, Llp | NONE | $128,710 | not reported in the loaded dataset |
| Texas Hospital Association | NONE | $80,452 | not reported in the loaded dataset |
| Nfp Retirement Inc. | NONE | $77,649 | not reported in the loaded dataset |
| Aon Investments | NONE | $49,635 | not reported in the loaded dataset |
| Jackson & Carter, Pllc | NONE | $11,523 | not reported in the loaded dataset |
| Insurica Of Central Oklahoma | NONE | $11,365 | not reported in the loaded dataset |