Texas Hospital Association
Austin, TX
www.tha.org
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THA has been the sponsor for the THA Retirement Plan since 1969.
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| Successor Trustees |
An appointed board of hospital executives is responsible for investment oversight and overall management of the THA Retirement Plan.
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HealthSHARE
Austin, TX
www.healthshare-tha.com |
As the plan administrator, HealthSHARE is responsible for administration of the THA Retirement Plan.
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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.
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State Street Bank and Trust Company
Boston, MA
www.statestreet.com |
As custodian for the THA Retirement Plan, State Street's primary responsibility is accounting and safekeeping of assets and benefits payor for the Master Trust.
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Holtzman, Mollenberg, Panozzo, & Perkins LLP
Austin, TX
www.hmpllp.com
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This firm helps the THA Retirement Plan meet its accounting and audit responsibilities.
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Davis & Davis
Austin, TX
www.ddpc.com
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This law firm provides assistance to the THA Retirement Plan on legal matters.
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Hewitt Investment Group
Chicago, IL www.hewittinvestmentgroup.com |
As a recognized authority, this consultant advises the THA Retirement Plan in investment matters.
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Milliman, Inc.
Dallas, Texas
www.milliman.com
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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.
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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.
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| Investment Managers – Master Trust Program |
State Street Global Advisors, Boston, Mass.
www.ssga.com
Gardner Lewis Asset Management, Philadelphia, Penn. www.gardnerlewis.com
Morgan Stanley Investment Management, New York, N.Y. www.morganstanley.com
Thomson Horstmann & Bryant, Inc. Saddlebrook, N.J. www.thbinc.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
Cadence Capital Management, Boston, Mass.
www.cadencecapital.com
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| Investment Funds – Participant- Directed Program |
Schwab S&P 500 Index Investor Fund
Thornburg Value Institutional Fund
American Beacon Large Cap Value Fund
American Funds Growth Fund of America R4
Goldman Sachs Mid Cap Value A Fund
Columbia Acorn Z Fund
Wells Fargo Advantage Small Cap Growth Fund
Dodge & Cox International Stock Fund
Lazard Emerging Mkts. Open Fund.
Oakmark Equity & Income Fund
Barclays Global Investors LifePath - Retirement Fund
Barclays Global Investors LifePath - 2020 Fund
Barclays Global Investors Lifepath - 2030 Fund
Barclays Global Investors LifePath - 2040 Fund
Barclays Global Investors LifePath - 2050 Fund
Schwab Retirement Advantage Money Fund
Prudential Guaranteed Income Contract
Schwab Stable Value Fund
PIMCO Total Return D Fund
PIMCO Real Return D Fund
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