Plan5500

Tha Participant Directed Ret. Pro. For Mem. Hosp. Group Trust — Form 5500 plan (Successor Trustees Of The Tha Pdrp For Memb. Hosp. Group Trust)

Plain-English plan 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, Tha Participant Directed Ret. Pro. For Mem. Hosp. Group Trust is a benefit plan reported by Successor Trustees Of The Tha Pdrp For Memb. Hosp. Group Trust under EIN 26-0303970 and plan number 001. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $155,126,326 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Successor Trustees Of The Tha Pdrp For Memb. Hosp. Group Trust
EIN
26-0303970
Plan number
001
Plan type
4
Location
Austin, TX
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$155,126,326

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH, C20241014153608NAL0027733665001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$155,126,326
Total liabilities (EOY)
$0
Net assets (EOY)
$155,126,326
Net assets (BOY)
$130,583,612

Income & contributions

Total contributions
$0
Total income / additions
$21,946,283

Expenses & distributions

Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$21,946,283

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Milliman, Inc.NONE$343,796not reported in the loaded dataset2023
Armanino, LlpNONE$128,710not reported in the loaded dataset2023
Texas Hospital AssociationNONE$80,452not reported in the loaded dataset2023
Nfp Retirement Inc.NONE$77,649not reported in the loaded dataset2023
Aon InvestmentsNONE$49,635not reported in the loaded dataset2023
Jackson & Carter, PllcNONE$11,523not reported in the loaded dataset2023
Insurica Of Central OklahomaNONE$11,365not reported in the loaded dataset2023

Related Form 5500 pages