Houston Hospitals, Inc. Participatory Retirement Plan — Form 5500 plan (Houston Healthcare)
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. Participatory Retirement Plan is a benefit plan reported by Houston Healthcare under EIN 71-1045290 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,073 participants and $112,702,835 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Houston Healthcare
- EIN
- 71-1045290
- Plan number
- 002
- Plan type
- 2
- Location
- Warner Robins, GA
- Latest filing year
- 2023
- Participants
- 3,073
- End-of-year plan assets
- $112,702,835
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,073 | H, C | 20241015161756NAL0016860659001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $112,702,835
- Net assets (EOY)
- $112,702,835
- Net assets (BOY)
- $98,985,769
Income & contributions
- Employer contributions
- $3,406,783
- Participant contributions
- $7,539,237
- Total contributions
- $11,723,678
- Total income / additions
- $28,346,828
Expenses & distributions
- Benefits paid
- $14,517,384
- Administrative expenses
- $112,378
- Total expenses
- $14,629,762
- Net increase / (decrease)
- $13,717,066
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $112,378 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Houston Healthcare
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Warner Robins, GA
- Transamerica Retirement Solutions — Schedule C compensation
- National Financial Services — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation