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Original filing (PDF)20250319141728NAL0003624723001
TEXAS CAPITALIZATION RESOURCE GROUP, INC.
Form 5500
FILING_RECEIVED
TEXAS CAPITALIZATION RESOURCE GROUP, INC. HEALTH BENEFIT TRUST
Health & welfare plan
Signals · 4
Late filing · 4.1 mo~4909 bps in Sched C feesNo recordkeeper disclosed9 service providers
Active participants
111
Accounts w/ balance
—
Plan assets (EOY)
$250K
Net assets (EOY)
$139K
Plan health score (directional)
79
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
84
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Filed 4.1 months past the 10.5-month grace window.
- 4909 bps in Schedule C fees — 3007% above peer band of 158 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TEXAS CAPITALIZATION RESOURCE GROUP, INC..
Plan sponsor
Name
TEXAS CAPITALIZATION RESOURCE GROUP, INC.
EIN
20-1765214
Address
5201 CAMP BOWIE BLVD STE 200 · FORT WORTH, TX · 761074878
Phone
(817) 626-9898
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2025-03-19
Welfare benefit codes
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
YOUNG OAKES BROWN & CO PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsBroker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HIGGINBOTHAM INSURANCE AGENCY, INC. | 75-1732559 | FOR WORTH, TX | BROKER | $42K | — |
| THE BENECON GROUP, LLC | 23-1315351 | LITZ, PA | BROKER | $23K | — |
Insurance
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERITAN HEALTH, AN AETNA COMPANY | 16-1264154 | AMHERST, NY | CARRIER | $35 | — |
Other
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNITED HEALTHCARE SERVICES INC. | 41-1289245 | — | — | $27K | — |
| MAXCOR PLUS | 75-2676894 | — | — | $15K | — |
| CONNECTCARE, LLC | 26-1768616 | LITZ, PA | PATIENT ADVOCATE | $7K | — |
| TOUCHCARE LLC | 46-4458638 | — | — | $6K | — |
| NATIONAL HEALTHCARE SOLUTIONS, INC. | 01-1234567 | — | — | $2K | — |
| MEDWATCH LLC | 16-1662117 | — | — | $1K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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