Texas Medical Liability Trust Cash Balance Plan — Form 5500 plan (Texas Medical Liability Trust)
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 Medical Liability Trust Cash Balance Plan is a benefit plan reported by Texas Medical Liability Trust under EIN 74-2002140 and plan number 003. The latest loaded filing year is 2023. The filing reports 179 participants and $6,286,491 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Texas Medical Liability Trust
- EIN
- 74-2002140
- Plan number
- 003
- Plan type
- 2
- Location
- Austin, TX
- Latest filing year
- 2023
- Participants
- 179
- End-of-year plan assets
- $6,286,491
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 179 | H, C | 20241002153121NAL0009063489001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,286,491
- Net assets (EOY)
- $6,286,491
- Net assets (BOY)
- $5,903,558
Income & contributions
- Employer contributions
- $500,000
- Total contributions
- $500,000
- Total income / additions
- $1,015,596
Expenses & distributions
- Benefits paid
- $518,024
- Administrative expenses
- $114,639
- Total expenses
- $632,663
- Net increase / (decrease)
- $382,933
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $30,905 | not reported in the loaded dataset | 2023 |
| Sage Advisory Services Ltd Co | NONE | $13,471 | not reported in the loaded dataset | 2023 |
| Mma Securities LLC | INVESTMENT ADVISOR | $12,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Texas Medical Liability Trust
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Austin, TX
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Sage Advisory Services Ltd Co — Schedule C compensation
- Mma Securities LLC — Schedule C compensation