Assets by plan
Share of aggregate retirement assets
Filings through .
Heart of Texas Behavioral Network
EIN 74-1622958mental health careLatest filing 2025
Plans
4
Retirement
2
$57.8M assets
Health & Benefits
2
$685K premiums
Participants
1,327
6400 IMPERIAL DRIVE - WACO, TX 76710254-297-7121hotbhn.orgLinkedIn201-500 employeesmental health care
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $57.8M assets / 886 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $685K premiums / 441 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$685K
- Life$673K
- Short-term disability$673K
- Dental$542K
- Vision$542K
- Long-term disability$542K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#004
EMPLOYEE BENEFIT PLAN OF HEART OF TEXAS REGION MH/MR CENTER
401(k)
Assets$46.6M
Participants748
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
TAX DEFERRED ANNUITY PLAN OF HEART OF TEXAS BEHAVIORAL HEALTH NETWORK
401(k)
Assets$11.2M
Participants138
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
COMPREHENSIVE HEALTH AND LIFE INSURANCE PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$685K
Covered lives441
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#505
HOTBHN HEALTH REIMBURSEMENT ARRANGEMENT PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #004 | EMPLOYEE BENEFIT PLAN OF HEART OF TEXAS REGION MH/MR CENTER | 401(k) | $46.6M | 748 | 2024 |
| #002 | TAX DEFERRED ANNUITY PLAN OF HEART OF TEXAS BEHAVIORAL HEALTH NETWORK | 401(k) | $11.2M | 138 | 2024 |
- #004 · 401(k) · 2024748
- #002 · 401(k) · 2024138
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | COMPREHENSIVE HEALTH AND LIFE INSURANCE PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $685K | 441 | 2025 |
| #505 | HOTBHN HEALTH REIMBURSEMENT ARRANGEMENT PLAN | Self-funded | - | $0 | 0 | 2024 |
- #502 · Mixed · UNITED OF OMAHA LIFE INSURANCE COMPANY · 2025441
- #505 · Self-funded · 20240
Retirement plans
Health & Benefits plans