Carla Dawson signed Texas Health Resources' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Texas Health Resources' EIN is 75-2702388.
Download the official 2024 Form 5500 (PDF) for Texas Health Resources from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Texas Health Resources' plan includes a self-directed brokerage window, money-purchase contributions.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $10K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $18.5M | 99.2% | |
| JPMCB SR PB 2025 CFC JP MORGAN CHASE BANK, N.A. · EIN 26-1165154 / PN 001 | Common Collective Trust | — | — | $4.1M | 21.9% | |
| JPMCB SR PB 2020 CFC JP MORGAN CHASE BANK, N.A. · EIN 26-1165037 / PN 001 | Common Collective Trust | — | — | $3.3M | 17.8% | |
| JPMCB SR PB INC CFC JP MORGAN CHASE BANK, N.A. · EIN 26-1164871 / PN 001 | Common Collective Trust | — | — | $1.7M | 9.1% | |
| JPMCB SR PB 2030 CFB JP MORGAN CHASE BANK, N.A. · EIN 26-1165198 / PN 001 | Common Collective Trust | — | — | $1.6M | 8.7% | |
| TEXAS HEALTH RESOURCES MASTER TRUST TEXAS HEALTH RESOURCES · EIN 75-2702388 / PN 015 | Master Trust | — | — | $1.5M | 7.9% | |
| JPMCB SR PB 2035 CFC JP MORGAN CHASE BANK, N.A. · EIN 26-1165348 / PN 001 | Common Collective Trust | — | — | $171K | 0.9% | |
| JPMCB SR PB 2055 CFB JP MORGAN CHASE BANK, N.A. · EIN 45-5590883 / PN 001 | Common Collective Trust | — | — | $60K | 0.3% | |
| JPMCB SR PB 2060 CFC JPMORGAN CHASE BANK, N.A. · EIN 81-3239155 / PN 001 | Common Collective Trust | — | — | $30K | 0.2% | |
| JPMCB SR PB 2050 CFC JP MORGAN CHASE BANK, N.A. · EIN 26-1165477 / PN 001 | Common Collective Trust | — | — | $19K | 0.1% | |
| JPMCB SR PB 2040 CFB JP MORGAN CHASE BANK, N.A. · EIN 26-1165392 / PN 001 | Common Collective Trust | — | — | $11K | <0.1% | |
| JPMCB SR PB 2045 CFC JP MORGAN CHASE BANK, N.A. · EIN 26-1165449 / PN 001 | Common Collective Trust | — | — | $8K | <0.1% |
