Plan5500

Tha Participant Directed Retirement Program Group Trust — Form 5500 plan (Texas Hospital Association)

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, Tha Participant Directed Retirement Program Group Trust is a benefit plan reported by Texas Hospital Association under EIN 84-4311773 and plan number 001. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $26,366,664 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Texas Hospital Association
EIN
84-4311773
Plan number
001
Plan type
4
Location
Austin, TX
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$26,366,664

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH, C20240823130636NAL0003664291001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$26,366,664
Total liabilities (EOY)
$0
Net assets (EOY)
$26,366,664
Net assets (BOY)
$21,049,376

Income & contributions

Total contributions
$0
Total income / additions
$3,439,347

Expenses & distributions

Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$3,439,347

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Rudd And Wisdom, Inc.NONE$145,015not reported in the loaded dataset2023
Nfp Retirement, Inc.NONE$18,549not reported in the loaded dataset2023
Armanino LlpNONE$16,637not reported in the loaded dataset2023
Texas Hospital AssociationNONE$12,979not reported in the loaded dataset2023
Aon Investments Usa IncNONE$12,276not reported in the loaded dataset2023
Capfinancial Partners, LLC.NONE$5,017not reported in the loaded dataset2023

Related Form 5500 pages