2023 Form 5500 filing — Texas Capitalization Resource Group, Inc. Health Benefit 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 20250319141728NAL0003624723001) for Texas Capitalization Resource Group, Inc. Health Benefit Trust, reported by Texas Capitalization Resource Group, Inc. under EIN 20-1765214 and plan number 501. It reports 122 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250319141728NAL0003624723001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Texas Capitalization Resource Group, Inc.
- EIN
- 20-1765214
- Plan number
- 501
- Location
- Fort Worth, TX
- Participants
- 122
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $250,381
- Total liabilities (EOY)
- $111,049
- Net assets (EOY)
- $139,332
- Employer contributions
- $990,739
- Participant contributions
- $291,697
- Total income / additions
- $1,284,640
- Benefits paid
- $711,245
- Administrative expenses
- $406,736
- Total expenses
- $1,117,981
- Net increase / (decrease)
- $166,659
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Higginbotham Insurance Agency, Inc. | BROKER | $41,940 | not reported in the loaded dataset |
| United Healthcare Services Inc. | not reported in the loaded dataset | $26,787 | not reported in the loaded dataset |
| The Benecon Group, LLC | BROKER | $23,248 | not reported in the loaded dataset |
| Maxcor Plus | not reported in the loaded dataset | $14,724 | not reported in the loaded dataset |
| Connectcare, LLC | PATIENT ADVOCATE | $7,494 | not reported in the loaded dataset |
| Touchcare LLC | not reported in the loaded dataset | $5,602 | not reported in the loaded dataset |
| National Healthcare Solutions, Inc. | not reported in the loaded dataset | $1,607 | not reported in the loaded dataset |
| Medwatch LLC | not reported in the loaded dataset | $1,463 | not reported in the loaded dataset |
| Meritan Health, An Aetna Company | CARRIER | $35 | not reported in the loaded dataset |