Tax Deferred Annuity Plan Of Heart Of Texas Behavioral Health Network — Form 5500 plan (Heart Of Texas Behavioral Heal)
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, Tax Deferred Annuity Plan Of Heart Of Texas Behavioral Health Network is a benefit plan reported by Heart Of Texas Behavioral Heal under EIN 74-1622958 and plan number 002. The latest loaded filing year is 2023. The filing reports 155 participants and $12,281,625 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Heart Of Texas Behavioral Heal
- EIN
- 74-1622958
- Plan number
- 002
- Plan type
- 2
- Location
- Waco, TX
- Latest filing year
- 2023
- Participants
- 155
- End-of-year plan assets
- $12,281,625
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 155 | H, C | 20241015175017NAL0030541617001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,281,625
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,281,625
- Net assets (BOY)
- $11,230,410
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $65,534
- Total contributions
- $375,499
- Total income / additions
- $1,740,232
Expenses & distributions
- Benefits paid
- $688,914
- Administrative expenses
- $103
- Total expenses
- $689,017
- Net increase / (decrease)
- $1,051,215
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mutual Of America Investment Corp | INSURANCE CARRIER | $22 | $0 | 2023 |