Howard Schramm signed Texas Heart Institute's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Texas Heart Institute's EIN is 74-6053200.
Download the official 2023 Form 5500 (PDF) for Texas Heart Institute from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Texas Heart Institute'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 |
|---|---|---|---|---|---|
| NORTHERN TRUST COMPANY | 36-1561860 | — | NONE | $35K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| NT COLLECTIVE LONG-TERM CREDIT BOND THE NORTHERN TRUST COMPANY · EIN 45-6138589 / PN 059 | Common Collective Trust | — | — | $1.7M | 22.5% | |
| NT COLLECTIVE S&P 500 INDEX FUND THE NORTHERN TRUST COMPANY · EIN 45-6138589 / PN 001 | Common Collective Trust | — | $701K | $956K | 12.7% | |
| NTGI-QM COLLECT 1-10YR INTER CREDIT THE NORTHERN TRUST COMPANY · EIN 45-6138589 / PN 054 | Common Collective Trust | — | $828K | $923K | 12.3% | |
| NT COLLECTIVE EAFE INDEX FUND THE NORTHERN TRUST COMPANY · EIN 45-6138589 / PN 017 | Common Collective Trust | — | $821K | $904K | 12.0% | |
| NT COLLECTIVE 1-10YR INTER GOV BOND THE NORTHERN TRUST COMPANY · EIN 45-6138589 / PN 055 | Common Collective Trust | — | $639K | $692K | 9.2% | |
| NT COLLECTIVE 1-10YR INTER GOV BOND THE NORTHERN TRUST COMPANY · EIN 45-6138589 / PN 055 | Common Collective Trust | — | — | $692K | 9.2% | |
| NT COLLECTIVE 1-10YR INTER GOV BOND THE NORTHERN TRUST COMPANY · EIN 45-6138589 / PN 055 | Common Collective Trust | — | — | $692K | 9.2% | |
| NT COLLECTIVE LONG-TERM GOV BOND THE NORTHERN TRUST COMPANY · EIN 45-6138589 / PN 057 | Common Collective Trust | — | $568K | $656K | 8.7% | |
| NT COLLECTIVE LONG-TERM GOV BOND THE NORTHERN TRUST COMPANY · EIN 45-6138589 / PN 057 | Common Collective Trust | — | — | $656K | 8.7% | |
| NT COLLECTIVE LONG-TERM GOV BOND THE NORTHERN TRUST COMPANY · EIN 45-6138589 / PN 057 | Common Collective Trust | — | — | $656K | 8.7% | |
| NT COLLECTIVE EMERGING MARKET INDEX THE NORTHERN TRUST COMPANY · EIN 45-6138589 / PN 040 | Common Collective Trust | — | $329K | $411K | 5.5% | |
| FlexShares Trust Funds FlexShares Morningstar Global Upstream Natural Resources Index Fund | Common Collective Trusts | — | $205K | $209K | 2.8% | |
| FlexShares Trust Funds FlexShares High Yield Value-Scored Bond Index Fund | Common Collective Trusts | — | $177K | $186K | 2.5% | |
| Northern Funds Northern Global Real Estate Index Fund | Common Collective Trusts | — | $129K | $164K | 2.2% | |
| NT COLLECTIVE SHORT-TERM INVT FUND THE NORTHERN TRUST COMPANY · EIN 45-6138589 / PN 084 | Common Collective Trust | — | $161K | $161K | 2.1% | |
| NT COLLECTIVE SHORT-TERM INVT FUND THE NORTHERN TRUST COMPANY · EIN 45-6138589 / PN 084 | Common Collective Trust | — | — | $161K | 2.1% | |
| NT COLLECTIVE SHORT-TERM INVT FUND THE NORTHERN TRUST COMPANY · EIN 45-6138589 / PN 084 | Common Collective Trust | — | — | $161K | 2.1% | |
| Northern Funds Northern Multi-Manager Global Listed Infrastructure Fund | Other securities | — | $108K | $131K | 1.7% | |
| NT COLLECTIVE QUAL SMALL CAP CORE THE NORTHERN TRUST COMPANY · EIN 45-6138589 / PN 076 | Common Collective Trust | — | $100K | $128K | 1.7% | |
| NT COLLECTIVE S&P 400 INDEX FUND THE NORTHERN TRUST COMPANY · EIN 45-6138589 / PN 049 | Common Collective Trust | — | $94K | $120K | 1.6% | |
| BlackRock Funds iShares Broad USD High Yield Corporate Bond ETF | Other securities | — | $94K | $102K | 1.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
