# Texas Scottish Rite Hospital For Children Health & Welfare Plan
Source: https://planprovider.pro/companies/texas-scottish-rite-hospital-for-children-750818178-501

> Texas Scottish Rite Hospital For Children's Health & Welfare plan: 1,317 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Texas Scottish Rite Hospital For Children

- **Sponsor EIN:** 750818178

- **Sponsor Address:** 2222 WELBORN STREET, DALLAS, TX, 75219

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,317

- **Total Assets:** $0

## 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.|

| 2024|1,317|$0|$0|$0|

| 2023|1,262|$0|$0|$0|

| 2022|1,243|$0|$0|$0|

## 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|

| UNITED HEALTHCARE SERVICES, INC.|Other Service Provider|$138,427|—|$138,427|

| LOCKTON COMPANIES, LLC|Investment Advisor|—|$60,000|$60,000|

| SUN LIFE ASSURANCE CO OF CANADA|Investment Advisor|$54,919|—|$54,919|

| UNITED BEHAVIORAL HEALTH DBA OPTUM|Other Service Provider|$23,340|—|$23,340|

| LOCKTON COMPANIES LLC|Other Service Provider|$8,549|—|$8,549|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LOCKTON COMPANIES, LLC](https://planprovider.pro/provider/creative-planning) — Investment Advisor

- [SUN LIFE ASSURANCE CO OF CANADA](https://planprovider.pro/provider/marsh-mclennan-agency) — Investment Advisor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $285,235

### 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|

| 2024|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/texas-scottish-rite-hospital-for-children-750818178-501)

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