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, Small PDRP and Master Trust.
Texas Hospital Association
Austin, TX
www.tha.org
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.
Successor Trustees
An appointed board of hospital executives is responsible for investment oversight and overall management of the THA Retirement Plan.
Aon Inc.
Chicago, IL
www.aon.com
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.
Milliman, Inc.
Dallas, Texas
www.milliman.com
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.
Jackson & Carter, PLLC
Austin, TX
www.jackson-carter.com
This law firm provides assistance to the THA Retirement Plan on legal matters.
Rudd and Wisdom Inc.
Austin, TX
www.ruddwisdom.com
Rudd and Wisdom is a nationally recognized actuarial consulting firm headquartered in Austin and is the oldest actuarial consulting firm in the State of Texas, operating continuously since 1945. Rudd and Wisdom is responsible for providing a wide variety of consulting, administrative and technical support services to the THA Retirement Plan. Rudd and Wisdom is the actuary for the defined benefit plans in the Master Trust and recordkeeper for defined contribution plans participating in the “Trustee Directed” Master Trust and in a special “Participant Directed” Retirement Program for smaller defined contribution plans. They also provide consulting services to assist employers and their Boards in plan design and operation.
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.
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.
Armanino, LLP
Austin, TX
www.armaninollp.com
This firm helps the THA Retirement Plan meet its accounting and audit responsibilities.
Investment Funds – Participant- Directed Program
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
Vanguard Emerging Markets Stock Index
Prudential Guaranteed Income
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.
www.ssga.com
Morgan Stanley Investment Management
New York, N.Y.
www.morganstanley.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