Houston Hospitals, Inc. Retirement Plan — Form 5500 plan (Houston Hospitals, Inc.)
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, Houston Hospitals, Inc. Retirement Plan is a benefit plan reported by Houston Hospitals, Inc. under EIN 71-1045290 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,788 participants and $93,998,846 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Houston Hospitals, Inc.
- EIN
- 71-1045290
- Plan number
- 001
- Plan type
- 2
- Location
- Warner Robins, GA
- Latest filing year
- 2023
- Participants
- 1,788
- End-of-year plan assets
- $93,998,846
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,788 | H, C | 20241216100514NAL0002074704001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $93,998,846
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $93,998,846
- Net assets (BOY)
- $106,189,866
Income & contributions
- Total contributions
- $0
- Total income / additions
- $5,578,318
Expenses & distributions
- Benefits paid
- $17,691,917
- Administrative expenses
- $77,421
- Total expenses
- $17,769,338
- Net increase / (decrease)
- -$12,191,020
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northern Trust | NONE | $56,879 | $0 | 2023 |
| Ativo Capital Management LLC | NONE | $8,691 | $0 | 2023 |
| Geneva Capital Management | NONE | $6,130 | $0 | 2023 |
| Kennedy Capital Management Inc. | NONE | $5,721 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Houston Hospitals, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Warner Robins, GA
- Northern Trust — Schedule C compensation
- Ativo Capital Management LLC — Schedule C compensation
- Geneva Capital Management — Schedule C compensation
- Kennedy Capital Management Inc. — Schedule C compensation