Retirement Plan For Employees Of Texas State Teachers Association — Form 5500 plan (Texas State Teachers Association)
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, Retirement Plan For Employees Of Texas State Teachers Association is a benefit plan reported by Texas State Teachers Association under EIN 74-1316497 and plan number 001. The latest loaded filing year is 2023. The filing reports 183 participants and $39,543,880 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Texas State Teachers Association
- EIN
- 74-1316497
- Plan number
- 001
- Plan type
- 2
- Location
- Austin, TX
- Latest filing year
- 2023
- Participants
- 183
- End-of-year plan assets
- $39,543,880
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 183 | H, C | 20250610142423NAL0013175715001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,543,880
- Total liabilities (EOY)
- $28,114
- Net assets (EOY)
- $39,515,766
- Net assets (BOY)
- $34,731,136
Income & contributions
- Employer contributions
- $983,333
- Total contributions
- $983,333
- Total income / additions
- $6,972,623
Expenses & distributions
- Benefits paid
- $1,831,406
- Administrative expenses
- $356,587
- Total expenses
- $2,187,993
- Net increase / (decrease)
- $4,784,630
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rudd & Wisdom, Inc | ACTUARY | $130,873 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | INVESTMENT ADVISORY | $113,402 | not reported in the loaded dataset | 2023 |
| Frost National Bank | TRUSTEE | $29,869 | not reported in the loaded dataset | 2023 |
| Federated Mdta, LLC | INVESTMENT MANAGEMENT | $21,521 | not reported in the loaded dataset | 2023 |
| Cambiar | INVESTMENT MANAGEMENT | $20,421 | $0 | 2023 |
| Sage Advisory Services LLC | INVESTMENT MANAGEMENT | $15,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Texas State Teachers Association
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Austin, TX
- Rudd & Wisdom, Inc — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Frost National Bank — Schedule C compensation
- Federated Mdta, LLC — Schedule C compensation
- Cambiar — Schedule C compensation
- Sage Advisory Services LLC — Schedule C compensation