Hpffa Medical Trust 341 — Form 5500 plan (Hpffa Medical Trust 341)

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, Hpffa Medical Trust 341 is a benefit plan reported by Hpffa Medical Trust 341 under EIN 76-0131118 and plan number 501. The latest loaded filing year is 2023. The filing reports 3,640 participants and $2,069,390 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hpffa Medical Trust 341
EIN
76-0131118
Plan number
501
Plan type
2
Location
Houston, TX
Latest filing year
2023
Participants
3,640
End-of-year plan assets
$2,069,390

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,640H, C20241107132242NAL0011413473003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,069,390
Total liabilities (EOY)
$478,771
Net assets (EOY)
$1,590,619
Net assets (BOY)
$1,594,836

Income & contributions

Participant contributions
$2,093,757
Total contributions
$2,093,757
Total income / additions
$2,363,161

Expenses & distributions

Benefits paid
$2,019,745
Administrative expenses
$347,633
Total expenses
$2,367,378
Net increase / (decrease)
-$4,217

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Boon Chapmansnot reported in the loaded dataset$255,401not reported in the loaded dataset2023
Melton & Melton, L.L.P.NONE$24,867not reported in the loaded dataset2023
Edward JonesCUSTODIAN$23,147$02023

Related Form 5500 pages