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
THA has been the sponsor for the THA Retirement Plan since 1969. As the plan administrator, THA is responsible for administration of the THA Retirement Plan.
appointed board of hospital executives is responsible for investment oversight and overall management of the THA Retirement Plan.
Aon plc (NYSE:AON) is a leading global professional services firm providing a broad range of risk, retirement, and health solutions.
Aon Investments USA Inc. provides investment advisory and OCIO management solutions for institutional investors including endowments, foundations, healthcare organizations, defined benefit plans, and defined contribution plans. These solutions are designed to help employers, fiduciaries, and investment officers better manage risk and optimize results in a volatile market environment.
As a recognized authority, Aon Investments USA Inc. advises the THA Retirement Plan, THA Participant-Directed Retirement Plan, and THA Participant-Directed Retirement Program Group Trust on investment matters.
In 2006, Milliman was chosen by Trustees as the third-party administrator to provide administrative, investment and technial support for the THA Participant Directed Retirement Program.
Rudd and Wisdom Inc.
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.
Jackson & Carter, P LLC
This law firm provides assistance to the THA Retirement Plan on legal matters.
Schwab Trust Company
San Francisco, Calif.
Charles Schwab Trust Company acts as custodian and provides safekeeping and custody of the assets held under THA Participant Directed Retirement Program.
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
This firm helps the THA Retirement Plan meet its accounting and audit responsibilities.
Investment Funds – Participant- Directed Program
Prudential Guaranteed Income Fund
Invesco Stable Value Trust
PIMCO Total Return Instl
PIMCO Real Return Instl
Vanguard Total Bond Mkt Index
Vanguard Balanced Index
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 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
BlackRock LP Index 2065 K
Investment Managers – Master Trust Program
State Street Global Advisors, Boston, Mass.
Morgan Stanley Investment Management, New York, N.Y.
Vanguard Group, Valley Forge, Pa.
Dodge & Cox Investment Managers, San Francisco, Calif.
PIMCO, Newport Beach, Calif.