Management Team
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The THA Retirement Plan relies on a broad team of professionals to oversee the plan’s operations. Our team of experts includes a Board of Successor Trustees that oversees the management of the THA Retirement Plan programs. In addition, the board selects well-established investment managers to manage the assets in diversified stock, bond and mutual fund portfolios. View organizational structure for PDRP and Master Trust.

Texas Hospital Association
Austin, TX
www.tha.org
THA has been the sponsor for the THA Retirement Plan since 1969.

Successor Trustees

An appointed board of hospital executives is responsible for investment oversight and overall management of the THA Retirement Plan.

HealthSHARE Inc.
Austin, TX
www.healthshare-tha.com
As the plan administrator, HealthSHARE is responsible for administration of the THA Retirement Plan.

Rudd and Wisdom Inc.
Austin, TX
www.ruddwisdom.com
Rudd and Wisdom is responsible for providing a wide variety of administrative and technical support services to the THA Retirement Plan. Rudd and Wisdom is the actuary for Master Trust.

Northern Trust
Chicago, IL
www.northerntrust.com
As custodian for the THA Retirement Plan, Northern Trust's primary responsibility is accounting and safekeeping of assets and benefits payor for the Master Trust.

Holtzman Partners, LLP
Austin, TX
www.holtzmanpartners.com
This firm helps the THA Retirement Plan meet its accounting and audit responsibilities.

Jackson & Carter, P LLC
Austin, TX
www.jackson-carter.com
This law firm provides assistance to the THA Retirement Plan on legal matters.

Aon Inc.
Chicago, IL
www.aon.com
As a recognized authority, this consultant advises the THA Retirement Plan in investment matters.

Milliman, Inc.
Dallas, Texas
www.milliman.com
In 2006, Milliman was chosen by the Plan Administrator as the third-party administrator to provide administrative, investment and technial support for the THA Participant Directed Retirement Program.

Schwab Trust Company
San Francisco, Calif.
www.schwab.com
Charles Schwab Trust Company acts as custodian and provides safekeeping and custody of the assets held under THA Participant Directed Retirement Program.


Investment Managers – Master Trust Program

State Street Global Advisors, Boston, Mass.
www.ssga.com

Morgan Stanley Investment Management, New York, N.Y.
www.morganstanley.com

Barrow Hanley Mewhinney & Strauss, Dallas, Texas
www.barrowhanley.com

Vanguard Group, Valley Forge, Pa.
www.vanguard.com

Dodge & Cox Investment Managers, San Francisco, Calif.
www.dodgeandcox.com

PIMCO, Newport Beach, Calif.
www.pimco.com


Investment Funds – Participant- Directed Program

Prudential Guaranteed Income Fund

PIMCO Total Return Instl

PIMCO Real Return Instl

Vanguard Total Bond Mkt Index

Oakmark Equity & Inc I

Vanguard Institution Index Instl

Transamerica Mid Cap Value Opportunities

DFA US Small Cap Equity

Vanguard Mid Cap Index

Vanguard Small Cap Index

Dodge & Cox Intl Stock

Vanguard Total Intl Stock Index

Lazard Emerging Mkts Equity Instl

BlackRock LP Index Ret K

BlackRock LP Index 2020 K

BlackRock LP Index 2025 K

BlackRock LP Index 2030 K

BlackRock LP Index 2035 K

BlackRock LP Index 2040 K

BlackRock LP Index 2045 K

BlackRock LP Index 2050 K

BlackRock LP Index 2055 K

BlackRock LP Index 2060 K

Contact:

Lea Anne Porter, vice president, retirement plans, 512/465-1544