Texas Biomedical Research Institute Retirement Plan — Form 5500 plan (Texas Biomedical Research Institute)
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, Texas Biomedical Research Institute Retirement Plan is a benefit plan reported by Texas Biomedical Research Institute under EIN 74-1109630 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,074 participants and $107,684,376 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Texas Biomedical Research Institute
- EIN
- 74-1109630
- Plan number
- 001
- Plan type
- 2
- Location
- San Antonio, TX
- Latest filing year
- 2023
- Participants
- 1,074
- End-of-year plan assets
- $107,684,376
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,074 | H, C | 20241014095034NAL0026952561001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $107,684,376
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $107,684,376
- Net assets (BOY)
- $95,594,822
Income & contributions
- Employer contributions
- $2,405,971
- Participant contributions
- $1,826,679
- Total contributions
- $4,564,838
- Total income / additions
- $17,535,738
Expenses & distributions
- Benefits paid
- $5,240,469
- Administrative expenses
- $192,440
- Total expenses
- $5,446,184
- Net increase / (decrease)
- $12,089,554
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa - Teachers Insurance And Annui | RECORDKEEPING | $130,093 | $0 | 2023 |
| Pensionmark Financial Group | NONE | $47,846 | not reported in the loaded dataset | 2023 |
| Alliance Benefit Group Of Houston | NONE | $12,410 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Texas Biomedical Research Institute
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in San Antonio, TX
- Tiaa - Teachers Insurance And Annui — Schedule C compensation
- Pensionmark Financial Group — Schedule C compensation
- Alliance Benefit Group Of Houston — Schedule C compensation