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Sponsor portfolioTH

TEXAS MEDICAL LIABILITY TRUST

EIN 74-2002140-Latest filing 2025
Plans
3
Retirement
2
$66.5M assets
Welfare
1
$2.9M premiums
Participants
568
P.O BOX 160140 - AUSTIN, TX 787160140512-425-5800
Plans on this EIN
3 filings
#002401k-$59.7M - 219 part#003CashBalance-$6.8M - 172 part#510Fully Insured-$2.9M - 447 lives

Retirement portfolio analytics

2 plans aggregated / $66.5M assets / 391 participants

Assets by plan

Share of aggregate retirement assets

90%top
  • LIABILITY TRUST 401(K) (#002)90%
  • CASH BALANCE PLAN (#003)10%
Total $66.5MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • CHARLES SCHWAB & CO., INC.100%
Total $66.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LIABILITY TRUST 401(K) (#002)219
  • CASH BALANCE PLAN (#003)172
Total 391Click row to drill in

Benefits portfolio analytics

1 plan / $2.9M premiums / 447 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.7M
  • Vision$2.7M
  • Life$103K
  • Long-term disability$48K
  • Other$18K
  • Dental$11K
Total $2.9M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • UNITEDHEALTHCARE INSURANCE COMPANY94%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA6%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA0%
  • HARTFORD LIFE AND ACCIDENT0%
Total $2.9M4 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
  • PAYCOR INC0%
Total $104K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

TEXAS MEDICAL LIABILITY TRUST 401(K) PLAN

401k

Assets$59.7M
Participants219
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

TEXAS MEDICAL LIABILITY TRUST CASH BALANCE PLAN

CashBalance

Assets$6.8M
Participants172
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

TEXAS MEDICAL LIABILITY TRUST WELFARE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.9M
Covered lives447
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002TEXAS MEDICAL LIABILITY TRUST 401(K) PLAN401k$59.7M2192024
003TEXAS MEDICAL LIABILITY TRUST CASH BALANCE PLANCashBalance$6.8M1722024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510TEXAS MEDICAL LIABILITY TRUST WELFARE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$2.9M4472025
Retirement plans
Welfare plans
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