2023 Form 5500 filing — Associations Of Texas Mep
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 20241015171116NAL0058884162001) for Associations Of Texas Mep, reported by Trio Electric, Ltd. under EIN 42-1585496 and plan number 002. It reports 428 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015171116NAL0058884162001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Trio Electric, Ltd.
- EIN
- 42-1585496
- Plan number
- 002
- Location
- Houston, TX
- Participants
- 428
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,715,518
- Total liabilities (EOY)
- $469
- Net assets (EOY)
- $4,715,049
- Employer contributions
- $34,933
- Participant contributions
- $504,477
- Total income / additions
- $1,199,362
- Benefits paid
- $256,842
- Administrative expenses
- $29,715
- Total expenses
- $286,557
- Net increase / (decrease)
- $912,805
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Financial Life Ins Co | RECORDKEEPER | $16,452 | $0 |
| 3(16) Fiduciary Services Corp | RECORDKEEPER | $13,264 | $0 |