Texas Health 401(K) Retirement 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, Texas Health 401(K) Retirement Plan is a benefit plan reported by Texas Health Resources under EIN 75-2702388 and plan number 008. The latest loaded filing year is 2023. The filing reports 31,272 participants and $2,872,379,537 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
008
Plan type
2
Location
Arlington, TX
Latest filing year
2023
Participants
31,272
End-of-year plan assets
$2,872,379,537

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202331,272H, C20241001102426NAL0003896067001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,872,379,537
Total liabilities (EOY)
$0
Net assets (EOY)
$2,872,379,537
Net assets (BOY)
$2,387,386,103

Income & contributions

Employer contributions
$102,018,221
Participant contributions
$167,668,481
Total contributions
$293,321,278
Total income / additions
$709,448,755

Expenses & distributions

Benefits paid
$222,187,561
Administrative expenses
$2,085,695
Total expenses
$224,455,321
Net increase / (decrease)
$484,993,434

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$1,453,595not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$547,269$02023
Callan LLCCONSULTANT$91,059not reported in the loaded dataset2023

Related Form 5500 pages