Original filing (PDF)20240308065056NAL0049886482001

Osborn Heirs Company Ltd.

Name: Osborn Heirs Company Ltd. — Osborn Heirs Company, Form 5500 (2023)
Creator: Osborn Heirs Company Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Osborn Heirs Company Ltd. Defined Benefit Plan

Defined-benefit pension plan · Osborn Heirs Company Ltd.'s Osborn Heirs Company Ltd. Defined Benefit Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

People on this filing

Patrick Garcia signed Osborn Heirs Company Ltd.'s 2023 Form 5500 as plan administrator.

Patrick Garcia — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Osborn Heirs Company Ltd.'s EIN is 74-2339959.

EIN 74-2339959

Plan number 001

Plan year 2023

ACK ID 20240308065056NAL0049886482001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Osborn Heirs Company Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Osborn Heirs Company Ltd.'s plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OSBORN HEIRS COMPANY LTD.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

OSBORN HEIRS COMPANY LTD

EIN

all filings

Address

1250 NORTHEAST LOOP 410, SUITE 1100 · SAN ANTONIO, TX · 78209

Phone

(210) 826-0700

Industry

Mining, Quarrying, Oil & Gas

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-09-22

Filed

2024-03-08

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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