Heart Of Texas Healthcare System 403b Plan — Form 5500 plan (Heart Of Texas Healthcare System)
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, Heart Of Texas Healthcare System 403b Plan is a benefit plan reported by Heart Of Texas Healthcare System under EIN 32-0326595 and plan number 002. The latest loaded filing year is 2023. The filing reports 158 participants and $2,964,093 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Heart Of Texas Healthcare System
- EIN
- 32-0326595
- Plan number
- 002
- Plan type
- 2
- Location
- Brady, TX
- Latest filing year
- 2023
- Participants
- 158
- End-of-year plan assets
- $2,964,093
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 158 | H, C | 20241204143600NAL0005828304001 |
| 2023 | 181 | H, C | 20241015161434NAL0029068273001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,974,413
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,974,413
- Net assets (BOY)
- $2,664,469
Income & contributions
- Employer contributions
- $99,771
- Participant contributions
- $117,050
- Total contributions
- $216,821
- Total income / additions
- $622,378
Expenses & distributions
- Benefits paid
- $311,341
- Administrative expenses
- $1,093
- Total expenses
- $312,434
- Net increase / (decrease)
- $309,944
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $1,824 | $21,247 | 2023 |
| Kestra Investment Services | NONE | $0 | $13,615 | 2023 |
| American United Life Insurance Co | NONE | $942 | $8,343 | 2023 |
| Kestra Investment Services | NONE | $0 | $5,746 | 2023 |