The Tax Sheltered Annuity Plan Of Texas Children'S Hospital — Form 5500 plan (Texas Children'S)
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, The Tax Sheltered Annuity Plan Of Texas Children'S Hospital is a benefit plan reported by Texas Children'S under EIN 76-0461578 and plan number 002. The latest loaded filing year is 2023. The filing reports 19,861 participants and $1,837,550,608 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Texas Children'S
- EIN
- 76-0461578
- Plan number
- 002
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 19,861
- End-of-year plan assets
- $1,837,550,608
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 19,861 | H, C | 20240726172053NAL0016473329001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,837,550,608
- Total liabilities (EOY)
- $4,090
- Net assets (EOY)
- $1,837,546,518
- Net assets (BOY)
- $1,475,238,032
Income & contributions
- Employer contributions
- $32,513,228
- Participant contributions
- $115,317,306
- Total contributions
- $158,431,248
- Total income / additions
- $440,538,462
Expenses & distributions
- Benefits paid
- $76,459,894
- Administrative expenses
- $950,269
- Total expenses
- $78,229,976
- Net increase / (decrease)
- $362,308,486
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $579,187 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $265,271 | not reported in the loaded dataset | 2023 |
| Aon Investments Usa Inc. | INVESTMENT ADVISOR | $90,000 | not reported in the loaded dataset | 2023 |
| Mcconnell & Jones Llp | ACCOUNTANT/AUDITOR | $20,700 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Texas Children'S
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Aon Investments Usa Inc. — Schedule C compensation
- Mcconnell & Jones Llp — Schedule C compensation