# Texas Medical Association Ins Welfare Benefits Fund 401(k) Plan
Source: https://planprovider.pro/companies/texas-medical-association-ins-welfare-benefits-fund-826854930-501

> Texas Medical Association Ins Welfare Benefits Fund's 401(k) plan: 660 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|—|—|—|—|

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