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  1. Companies/
  2. Texas Heart Institute
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

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Texas Heart Institute

EIN 74-6053200-non-profit organization management-Latest filing 2025
Plans
3
Retirement
2
$25.4M assets
Health & Benefits
1
$2.0M premiums
Participants
708
6770 BERTNER, MC 3-117 - HOUSTON, TX 770302604832-355-4011texashealthinstitute.orgLinkedIn11-50 employeesnon-profit organization management
Plans on this EIN
3 filings
#002403(b)-$17.9M - 544 part#001Cash balance-$7.5M - 164 part#510Fully insured-$2.0M - 296 lives

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

Retirement portfolio analytics

2 plans aggregated / $25.4M assets / 708 participants

Assets by plan

Share of aggregate retirement assets

  • INSTITUTE SECTION 403(B) (#002)$17.9M
  • INSTITUTE RETIREMENT PLAN (#001)$7.5M
Total $25.4MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • INSTITUTE SECTION 403(B) (#002)544
  • INSTITUTE RETIREMENT PLAN (#001)164
Total 708Select a row to open it

Benefits portfolio analytics

1 plan / $2.0M premiums / 296 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Dental$1.8M
  • Vision$1.8M
  • Prescription drug$1.8M
  • Other$146K
  • Life$142K
  • +2 more
Total $2.0M8 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 HEART INSTITUTE SECTION 403(B) PLAN

403(b)

Assets$17.9M
Participants544
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

TEXAS HEART INSTITUTE RETIREMENT PLAN

Cash balance

Assets$7.5M
Participants164
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#510

TEXAS HEART INSTITUTE HEALTH AND WELFARE PLAN

Fully insured - BLUE CROSS AND BLUE SHIELD OF TEXAS

Premiums$2.0M
Covered lives296
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002TEXAS HEART INSTITUTE SECTION 403(B) PLAN403(b)$17.9M5442025
#001TEXAS HEART INSTITUTE RETIREMENT PLANCash balance$7.5M1642025
  • TEXAS HEART INSTITUTE SECTION 403(B) PLAN$17.9M
    #002 · 403(b) · 2025544
  • TEXAS HEART INSTITUTE RETIREMENT PLAN$7.5M
    #001 · Cash balance · 2025164

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#510TEXAS HEART INSTITUTE HEALTH AND WELFARE PLANFully insuredBLUE CROSS AND BLUE SHIELD OF TEXAS$2.0M2962025
  • TEXAS HEART INSTITUTE HEALTH AND WELFARE PLAN$2.0M
    #510 · Fully insured · BLUE CROSS AND BLUE SHIELD OF TEXAS · 2025296
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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