Plan Snapshot
- Plan Sponsor: Texas Medical Association Ins Welfare Benefits Fund
- Sponsor EIN: 826854930
- Sponsor Address: 401 W 15TH STREET, SUITE 600, AUSTIN, TX, 78701
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 660
- Total Assets: $53,654
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 660 | $53,654 | $0 | $0 |
| 2024 | 681 | $57,880 | $0 | $233,681 |
| 2023 | 846 | $58,680 | $0 | $247,265 |
| 2022 | 761 | $56,869 | $0 | $245,883 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| WHITTLESEY PC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | $220,854 | — | — | — | — |
| 2024 | $2,150 | — | — | — | — |
| 2023 | $1,687 | — | — | — | — |
| 2022 | $1,893 | — | — | — | — |