Frozen Phs & Hmhs 403(B) Annuity Plan — Form 5500 plan (Texas Health Resources)
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, Frozen Phs & Hmhs 403(B) Annuity Plan is a benefit plan reported by Texas Health Resources under EIN 75-2702388 and plan number 003. The latest loaded filing year is 2023. The filing reports 835 participants and $39,606,290 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Texas Health Resources
- EIN
- 75-2702388
- Plan number
- 003
- Plan type
- 2
- Location
- Arlington, TX
- Latest filing year
- 2023
- Participants
- 835
- End-of-year plan assets
- $39,606,290
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 835 | H, C | 20241001104008NAL0003907603001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,606,290
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,606,290
- Net assets (BOY)
- $40,628,697
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total contributions
- $0
- Total income / additions
- $5,821,747
Expenses & distributions
- Benefits paid
- $6,787,600
- Administrative expenses
- $56,554
- Total expenses
- $6,844,154
- Net increase / (decrease)
- -$1,022,407
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $37,289 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $19,265 | not reported in the loaded dataset | 2023 |