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Form 5500 · Retirement plan · AUSTIN, TX

TRAVIS ASSOCIATION FOR THE BLIND

The filing calls this plan TRAVIS ASSOCIATION FOR THE BLIND RETIREMENT PLAN.

TRAVIS ASSOCIATION FOR THE BLIND of AUSTIN, TX's retirement plan holds 1 insurance-company contract (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Contract year ends
Decemberas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 74-1143060 · plan 001 · plan year 2025, filed Jul 17, 2026

Participants at the start of the year
543
Contracts on file
1
Contract value
$326,381
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY.

The contracts held $326,381 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANYAnnuity / GIC53December$326,381$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

JULY BUSINESS SERVICES
Contract administrator · EIN 74-2715820
$16,493
paid directly by the plan
UBS FINANCIAL SERVICES, INC.
OTHER · EIN 13-2638166
$7,223
paid directly by the plan

Named on Schedule C of this filing. We publish company names only.

Reported to OSHA

Reported to OSHA for 2025: 409 employees, 39 recordable cases, 25 days away from work.

EmployeesThe company's own average for the year
409
Hours worked
675,218
Recordable cases
39
Days away from work
25
Establishments filed under this EIN
4

Source: OSHA Injury Tracking Application establishment data, 2025.

What the plan holds

Plan assets at year end
$11,084,751
Paid out in benefits
$1,931,114
Participants at the start of the year
543
Participants with account balances
478

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

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