2023 Form 5500 filing — Houston Ballet Foundation 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 20250224130005NAL0006555955001) for Houston Ballet Foundation Retirement Plan, reported by Houston Ballet Foundation under EIN 74-1394920 and plan number 001. It reports 630 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250224130005NAL0006555955001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Houston Ballet Foundation
- EIN
- 74-1394920
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 630
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,726,367
- Net assets (EOY)
- $19,726,367
- Employer contributions
- $645,425
- Participant contributions
- $751,684
- Total income / additions
- $4,127,125
- Benefits paid
- $1,875,291
- Administrative expenses
- $34,841
- Total expenses
- $1,910,132
- Net increase / (decrease)
- $2,216,993
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Valic Retirement Services Co. | NONE | $34,364 | $0 |
| Variable Annuity Life Insurance Co. | NONE | $477 | $0 |