Travis Association For The Blind Retirement Plan — Form 5500 plan (Travis Association For The Blind)
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, Travis Association For The Blind Retirement Plan is a benefit plan reported by Travis Association For The Blind under EIN 74-1143060 and plan number 001. The latest loaded filing year is 2023. The filing reports 574 participants and $8,240,855 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Travis Association For The Blind
- EIN
- 74-1143060
- Plan number
- 001
- Plan type
- 2
- Location
- Austin, TX
- Latest filing year
- 2023
- Participants
- 574
- End-of-year plan assets
- $8,240,855
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 574 | H, C | 20240927084941NAL0001094339001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,240,855
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,240,855
- Net assets (BOY)
- $7,211,269
Income & contributions
- Employer contributions
- $391,156
- Participant contributions
- $1,045,879
- Total contributions
- $1,604,797
- Total income / additions
- $2,708,690
Expenses & distributions
- Benefits paid
- $1,624,602
- Administrative expenses
- $54,502
- Total expenses
- $1,679,104
- Net increase / (decrease)
- $1,029,586
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $30,008 | $0 | 2023 |
| Ubs Financial Services, Inc. | INVESTMENT ADVISOR | $29,316 | not reported in the loaded dataset | 2023 |
| July Business Services | CONTRACT ADMIN | $18,802 | $3,665 | 2023 |
| Fiduciary Wise LLC | OTHER | $7,284 | not reported in the loaded dataset | 2023 |
| Nfp Retirement Inc | INVESTMENT ADVISOR | $3,500 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $70 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Travis Association For The Blind
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Austin, TX
- Empower Annuity Insurance Company O — Schedule C compensation
- Ubs Financial Services, Inc. — Schedule C compensation
- July Business Services — Schedule C compensation
- Fiduciary Wise LLC — Schedule C compensation
- Nfp Retirement Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation