Original filing (PDF)20250703114054NAL0001217842001

HOUSTON ENDOWMENT INC.

Name: HOUSTON ENDOWMENT INC. — HOUSTON ENDOWMENT INC. ET AL PENSION TRUST, Form 5500 (2023)
Creator: HOUSTON ENDOWMENT INC.

Form 5500-SF

FILING_RECEIVED

HOUSTON ENDOWMENT INC. ET AL PENSION TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$14.9M

Net assets (EOY)

$14.9M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOUSTON ENDOWMENT INC..

Plan sponsor

Name

HOUSTON ENDOWMENT INC.

EIN

74-6013920

Address

3683 WILLIA STREET · HOUSTON, TX · 77007

Phone

(713) 238-8100

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-07-03

Pension benefit codes

1A · Pay-related DB formula

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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