Brett Larock signed Texas Medical Liability Trust's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Texas Medical Liability Trust's EIN is 74-2002140.
Download the official 2024 Form 5500 (PDF) for Texas Medical Liability Trust from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Texas Medical Liability Trust's plan includes a defined-benefit pension formula, a cash-balance formula, a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGE ADVISORY SERVICES LTD CO | 74-2798841 | — | NONE | $15K | — |
| MMA SECURITIES LLC | 22-3570392 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| iShares MBS ETF | Other securities | — | $1.7M | $1.6M | 23.0% | |
| iShares Core S&P 500 ETF | Common Collective Trusts | — | $463K | $530K | 7.8% | |
| iShares 5-10 Year Investment Grade Corporate Bond ETF | Other securities | — | $522K | $496K | 7.3% | |
| iShares 20+ Year Treasury Bond ETF | U.S. Treasuries | — | $596K | $450K | 6.6% | |
| iShares Core MSCI EAFE ETF | Other securities | — | $326K | $318K | 4.7% | |
| iShares MSCI USA Quality Factor ETF | Other securities | — | $274K | $310K | 4.5% | |
| Pacer U.S. Cash Cows 100 ETF | Cash / Money Market | — | $269K | $288K | 4.2% | |
| iShares 1-5 Year Investment Grade Corporate Bond ETF | Other securities | — | $271K | $268K | 3.9% | |
| JPMorgan U.S. Quality Factor ETF | Other securities | — | $226K | $264K | 3.9% | |
| Distillate Capital Distillate U.S. Fundamental Stability & Value ETF | Other securities | — | $241K | $259K | 3.8% | |
| SPDR Wells Fargo Preferred Stock ETF | Other securities | — | $238K | $227K | 3.3% | |
| Janus Henderson Mortgage-Backed Securities ETF | Mutual Funds | — | $226K | $227K | 3.3% | |
| iShares Core MSCI Emerging Markets ETF | Other securities | — | $133K | $142K | 2.1% | |
| iShares MSCI Canada ETF | Other securities | — | $123K | $130K | 1.9% | |
| Franklin Senior Loan ETF | Mutual Funds | — | $116K | $116K | 1.7% | |
| iShares JPMorgan USD Emerging Markets Bond ETF | Other securities | — | $112K | $115K | 1.7% | |
| iShares 10+ Year Investment Grade Corporate Bond ETF | Other securities | — | $121K | $111K | 1.6% | |
| iShares Core S&P Small-Cap ETF | Other securities | — | $105K | $105K | 1.5% | |
| Pacer U.S. Small Cap Cash Cows 100 ETF | Cash / Money Market | — | $107K | $102K | 1.5% | |
| iShares 7-10 Year Treasury Bond ETF | U.S. Treasuries | — | $92K | $78K | 1.1% | |
| SPDR Blackstone GSO Senior Loan ETF | Other securities | — | $77K | $77K | 1.1% | |
| iShares MSCI Emerging Markets Asia ETF | Other securities | — | $79K | $72K | 1.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $9K |
| — |
