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  2. TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN
Sponsor portfolioTH

TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN

EIN 75-0818178-hospital & health care-Latest filing 2025
Plans
4
Retirement
3
$379.8M assets
Welfare
1
$3.2M premiums
Participants
4,961
2222 WELBORN STREET - DALLAS, TX 75219214-559-5000LinkedIn1-10 employeeshospital & health care
Plans on this EIN
4 filings
#001TraditionalDB-$221.6M - 657 part#006403b-$117.2M - 1,619 part#007OtherDC-$40.9M - 1,367 part#501Mixed-$3.2M - 2,026 lives

Retirement portfolio analytics

3 plans aggregated / $379.8M assets / 3,643 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • HOSPITAL FOR CHILDREN (#001)58%
  • CONTRIBUTION RETIREMENT PLAN (#006)31%
  • CHILDREN 401(A) PLAN (#007)11%
Total $379.8MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
58%top
  • (Not disclosed)58%
  • THE VANGUARD GROUP, INC.42%
Total $379.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CONTRIBUTION RETIREMENT PLAN (#006)1,619
  • CHILDREN 401(A) PLAN (#007)1,367
  • HOSPITAL FOR CHILDREN (#001)657
Total 3,643Click row to drill in

Benefits portfolio analytics

1 plan / $3.2M premiums / 2,026 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$1.7M
  • Life$622K
  • Long-term disability$407K
  • Short-term disability$328K
  • Vision$101K
  • Other$85K
Total $3.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • UNITED HEALTHCARE INSURANCE COMPANY52%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA44%
  • EYE MED3%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD1%
  • SUN LIFE ASSURANCE COMPANY OF CANADA0%
Total $3.2M5 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • LOCKTON COMPANIES, LLC99%
  • INTERMEDIARY SOLUTIONS COMPANY1%
Total $197K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

RETIREMENT PLAN FOR EMPLOYEES OF TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN

TraditionalDB

Assets$221.6M
Participants657
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006

TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$117.2M
Participants1,619
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#007

TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN 401(A) PLAN

OtherDC

Assets$40.9M
Participants1,367
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN HEALTH & WELFARE BENEFIT PLAN

Mixed - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$3.2M
Covered lives2,026
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001RETIREMENT PLAN FOR EMPLOYEES OF TEXAS SCOTTISH RITE HOSPITAL FOR CHILDRENTraditionalDB$221.6M6572025
006TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN DEFINED CONTRIBUTION RETIREMENT PLAN403b$117.2M1,6192024
007TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN 401(A) PLANOtherDC$40.9M1,3672024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN HEALTH & WELFARE BENEFIT PLANMixedUNITED HEALTHCARE INSURANCE COMPANY$3.2M2,0262024
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