Assets by plan
Share of aggregate retirement assets
- INC. RETIREMENT PLAN (#002)$127.8M
Filings through .
Top hat
Texas Association of School Boards, Inc.
EIN 74-2275519education managementLatest filing 2025
Plans
3
Retirement
2
$129.4M assets
Health & Benefits
1
$825K premiums
Participants
1,185
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $129.4M assets / 715 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $825K premiums / 467 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$435K
- Other$257K
- Life$246K
- Long-term disability$96K
- Vision$37K
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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 ASSOCIATION OF SCHOOL BOARDS, INC. RETIREMENT PLAN
403(b)
Assets$127.8M
Participants685
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
TEXAS ASSOCIATION OF SCHOOL BOARDS, INC. SECTION 403(B) TAX SHELTERED ANNUITY PLAN
403(b)
Assets$1.6M
Participants30
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#504
TEXAS ASSOCIATION OF SCHOOL BOARDS, INC. HEALTH AND WELFARE BENEFIT PLAN
Mixed - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$825K
Covered lives467
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | TEXAS ASSOCIATION OF SCHOOL BOARDS, INC. RETIREMENT PLAN | 403(b) | $127.8M | 685 | 2025 |
| #001 | TEXAS ASSOCIATION OF SCHOOL BOARDS, INC. SECTION 403(B) TAX SHELTERED ANNUITY PLAN | 403(b) | $1.6M | 30 | 2025 |
- #002 · 403(b) · 2025685
- #001 · 403(b) · 202530
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #504 | TEXAS ASSOCIATION OF SCHOOL BOARDS, INC. HEALTH AND WELFARE BENEFIT PLAN | Mixed | UNITEDHEALTHCARE INSURANCE COMPANY | $825K | 467 | 2025 |
- #504 · Mixed · UNITEDHEALTHCARE INSURANCE COMPANY · 2025467
Retirement plans
Health & Benefits plans