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Original filing (PDF)20251015192409NAL0002813251001
TEXAS HOSPITAL ASSOCIATION
Form 5500
FILING_RECEIVED
THA PARTICIPANT DIRECTED RETIREMENT PROGRAM GROUP TRUST
Employee benefit plan
Signals · 1
6 service providers
Active participants
—
Accounts w/ balance
—
Plan assets (EOY)
$208.5M
Net assets (EOY)
$208.5M
How this plan invests
This plan
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
99
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
90
Knocking points off
- No active participants reported but plan still holds assets.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TEXAS HOSPITAL ASSOCIATION.
Plan sponsor
Name
TEXAS HOSPITAL ASSOCIATION
EIN
84-4311773
Address
1108 LAVACA · AUSTIN, TX · 78701
Phone
(512) 221-9961
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RUDD AND WISDOM, INC. | 74-1896655 | — | NONE | $105K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD, CO | NONE | $56K | — |
| FORVIS MAZARS, LLP | 44-1106026 | — | NONE | $24K | — |
| AON INVESTMENTS | 36-3109431 | — | NONE | $11K | — |
| TEXAS HOSPITAL ASSOCIATION | 74-2546566 | — | NONE | $8K | — |
| JACKSON & CARTER PLLC | 46-1704105 | — | NONE | $6K | — |
Investments
24 direct securities· $208.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD INSTITUTIONAL INDEX FUND Mutual Fund | — | — | — | $36.2M | 17.4% | |
| BLACKROCK LIFEPATH INDEX RTRMT K Mutual Fund | — | — | — | $21.6M | 10.3% | |
| BLACKROCK LIFEPATH INDEX 2035 K Mutual Fund | — | — | — | $16.0M | 7.7% | |
| VANGUARD BALANCED INDEX INST'L Mutual Fund | — | — | — | $15.5M | 7.4% | |
| BLACKROCK LIFEPATH INDEX 2030 K Mutual Fund | — | — | — | $14.5M | 7.0% | |
| BLACKROCK LIFEPATH INDEX 2050 K Mutual Fund | — | — | — | $14.4M | 6.9% | |
| BLACKROCK LIFEPATH INDEX 2040 K Mutual Fund | — | — | — | $12.2M | 5.9% | |
| BLACKROCK LIFEPATH INDEX 2045 K Mutual Fund | — | — | — | $11.0M | 5.3% | |
| BLACKROCK LIFEPATH INDEX 2055 K Mutual Fund | — | — | — | $8.5M | 4.1% | |
| VANGUARD TOTAL INTL STOCK INDEX INST Mutual Fund | — | — | — | $8.3M | 4.0% | |
| EAIC GIF Guaranteed Income Fund | — | — | — | $8.3M | 4.0% | |
| VANGUARD SMALL-CAP INDEX INSTL Mutual Fund | — | — | — | $6.9M | 3.3% | |
| BAIRD CORE PLUS BOND INST Mutual Fund | — | — | — | $6.2M | 3.0% | |
| VANGUARD MID CAP INDEX FUND ADMIRAL Mutual Fund | — | — | — | $5.8M | 2.8% | |
| BLACKROCK LIFEPATH INDEX 2060 K Mutual Fund | — | — | — | $4.4M | 2.1% | |
| VANGUARD TOTAL BD MKT INDEX INSTL SH Mutual Fund | — | — | — | $3.8M | 1.8% | |
| DFA US SMALL CAP PORT INSTL Mutual Fund | — | — | — | $2.9M | 1.4% | |
| DODGE & COX INTERNATIONAL STOCK X Mutual Fund | — | — | — | $2.6M | 1.3% | |
| BLACKROCK LIFEPATH INDEX 2065 K Mutual Fund | — | — | — | $2.0M | 0.9% | |
| TRANSAMERICA MID CAP VALUE OPPTY R6 Mutual Fund | — | — | — | $1.8M | 0.9% | |
| VANGUARD EMRG MKTS STK INDEX FD ADM Mutual Fund | — | — | — | $1.7M | 0.8% | |
| PIMCO REAL RETURN INSTL Mutual Fund | — | — | — | $1.6M | 0.7% | |
| GQG PARTNERS US SELECT QUALITY EQ R6 Mutual Fund | — | — | — | $1.4M | 0.7% | |
| BLACKROCK LIFEPATH INDEX 2025 K Mutual Fund | — | — | — | $860K | 0.4% |
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