Back to filter
Original filing (PDF)20230907131921NAL0010034771001
THE METHODIST HOSPITAL
Form 5500
FILING_RECEIVED
THE TAX SHELTERED ANNUITY PLAN OF THE METHODIST HOSPITAL
403(b) retirement plan
Signals · 1
1 failed disclosure
Active participants
29,975
Accounts w/ balance
40,503
Plan assets (EOY)
$2.0B
Net assets (EOY)
$2.0B
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
85
Concentration risk
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- 9 bps in Schedule C fees — 72% above peer band of 5 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE METHODIST HOSPITAL.
Plan sponsor
Name
THE METHODIST HOSPITAL
EIN
76-0125391
Address
6565 FANNIN , GB 163 · HOUSTON, TX · 770302707
Phone
(832) 667-6287
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
333
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-09-07
Pension benefit codes
2T · Default investment account (QDIA)
2M · 403(b)(7) custodial accounts
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
DELOITTE & TOUCHE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $584K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $1.1M | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.