Back to filter
Original filing (PDF)20250428103205NAL0019612608001
TEXAS CHILDREN'S
Form 5500
FILING_RECEIVED
TEXAS CHILDREN'S HOSPITAL CASH BALANCE PENSION PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed10 service providers
Active participants
13,281
Accounts w/ balance
—
Plan assets (EOY)
$679.4M
Net assets (EOY)
$669.2M
How this plan invests
This plan
2 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
84
/ 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
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 41 bps in Schedule C fees — 591% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
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 TEXAS CHILDREN'S.
Plan sponsor
Name
TEXAS CHILDREN'S
EIN
76-0461578
Address
6621 FANNIN STREET · HOUSTON, TX · 77030
Phone
(832) 824-2421
Industry
Health Care & Social Assistancesee all
Plan administrator
Name
TEXAS CHILDREN'S PENSION COMMITTEE
EIN
76-0461578
City
HOUSTON, TX
Phone
(832) 824-2421
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-04-28
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
Audit & trust (Schedule H)
Auditor
MCCONNELL & JONES LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
10 rowsOther
10| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ARROWSTREET CAPITAL | 98-1239974 | — | NONE | $1.0M | — |
| FMR LLC | 04-3532603 | — | NONE | $865K | — |
| THE BANK OF NEW YORK MELLON | 13-5160382 | — | NONE | $231K | — |
| PACIFIC INVESTMENT MGMT | 95-1079000 | — | NONE | $178K | — |
| MERCER (US) INC | 13-2834414 | — | NONE | $167K | — |
| LEGAL & GENERAL INVESTMENT | 20-8058531 | — | NONE | $127K | — |
| FAYEZ SAROFIM & CO | 74-1312679 | — | NONE | $80K | — |
| PALO DURO INVESTMENT | 92-0376583 | — | NONE | $78K | — |
| BARES CAPITAL MANAGEMENT, INC. | 74-2961140 | — | NONE | $33K | — |
| BLACKROCK INSTITUTIONAL | 94-3112180 | — | NONE | $22K | — |
Investments
2 pooled funds· $20.7M(3% of reported assets)
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| BLK MSCI US EQUITY INDEX FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A · EIN 46-4171792 / PN 001 | Common Collective Trust | $14.7M | 2.2% |
| EB TEMPORARY INVESTMENT FUND II MELLON GLOBAL SECURITY SERVICES · EIN 25-6078093 / PN 023 | Common Collective Trust | $6.0M | 0.9% |