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  1. Companies/
  2. Texas Medical Liability Trust
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

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Texas Medical Liability Trust

EIN 74-2002140-Finance and Insurance-Latest filing 2025
Plans
3
Retirement
2
$72.7M assets
Health & Benefits
1
$2.9M premiums
Participants
557
P.O. BOX 160140 - AUSTIN, TX 787160140512-425-5806
Plans on this EIN
3 filings
#002401(k)-$65.8M - 218 part#003Cash balance-$6.9M - 162 part#510Fully insured-$2.9M - 447 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $72.7M assets / 380 participants

Assets by plan

Share of aggregate retirement assets

  • LIABILITY TRUST 401(K) (#002)$65.8M
  • CASH BALANCE PLAN (#003)$6.9M
Total $72.7MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • CHARLES SCHWAB & CO., INC.$65.8M
  • (Not disclosed)$6.9M
Total $72.7MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • LIABILITY TRUST 401(K) (#002)218
  • CASH BALANCE PLAN (#003)162
Total 380Select a row to open it

Benefits portfolio analytics

1 plan / $2.9M premiums / 447 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.0M
  • Life$104K
  • Long-term disability$50K
  • Dental$28K
  • Vision$28K
  • Other$10K
Total $3.2M6 rows
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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#002

TEXAS MEDICAL LIABILITY TRUST 401(K) PLAN

401(k)

Assets$65.8M
Participants218
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

TEXAS MEDICAL LIABILITY TRUST CASH BALANCE PLAN

Cash balance

Assets$6.9M
Participants162
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#510

TEXAS MEDICAL LIABILITY TRUST WELFARE BENEFIT PLAN

Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.9M
Covered lives447
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002TEXAS MEDICAL LIABILITY TRUST 401(K) PLAN401(k)$65.8M2182025
#003TEXAS MEDICAL LIABILITY TRUST CASH BALANCE PLANCash balance$6.9M1622025
  • TEXAS MEDICAL LIABILITY TRUST 401(K) PLAN$65.8M
    #002 · 401(k) · 2025218
  • TEXAS MEDICAL LIABILITY TRUST CASH BALANCE PLAN$6.9M
    #003 · Cash balance · 2025162

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#510TEXAS MEDICAL LIABILITY TRUST WELFARE BENEFIT PLANFully insuredUNITEDHEALTHCARE INSURANCE COMPANY$2.9M4472025
  • TEXAS MEDICAL LIABILITY TRUST WELFARE BENEFIT PLAN$2.9M
    #510 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 2025447
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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