Texas United Corporation Pension Plan — Form 5500 plan (Texas United Corporation)
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 United Corporation Pension Plan is a benefit plan reported by Texas United Corporation under EIN 74-1663878 and plan number 001. The latest loaded filing year is 2023. The filing reports 830 participants and $135,739,655 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Texas United Corporation
- EIN
- 74-1663878
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 830
- End-of-year plan assets
- $135,739,655
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 830 | H, C | 20241009105449NAL0037525554001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $135,739,655
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $135,739,655
- Net assets (BOY)
- $123,107,894
Income & contributions
- Employer contributions
- $4,000,000
- Total contributions
- $4,000,000
- Total income / additions
- $18,894,500
Expenses & distributions
- Benefits paid
- $5,652,084
- Administrative expenses
- $610,655
- Total expenses
- $6,262,739
- Net increase / (decrease)
- $12,631,761
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fiam Trust Company | NONE | $481,261 | $0 | 2023 |
| Fidelity Investments Inst. Op Co. | NONE | $129,394 | not reported in the loaded dataset | 2023 |