|
Texas Hospital Association (THA)
Austin, TX
|
THA is a trade association that was formed in 1930 to meet the needs of Texas hospitals. Based in Austin, THA represents health care institutions and professionals throughout the state. Membership totals more than 800 institutional and 3,700 personal members. THA has been the sponsor for the THA Retirement Plan since 1969. |
|
Successor Trustees |
A THA appointed board of hospital executives is responsible for investment oversight and overall management of the THA Retirement Plan. |
|
HealthShare/THA
Austin, TX
|
This THA subsidiary offers a wide array of products and services to Texas hospitals and their employees. As the Plan Administrator, HealthShare/THA is responsible for the administration of the THA Retirement Plan. |
|
Rudd and Wisdom, Inc.
Austin, TX
|
This consulting firm has been performing services for the THA Retirement Plan since 1990. Founded in 1945 and located in Austin, Rudd and Wisdom maintains a staff of more than forty professionals in various employee benefit fields. Rudd and Wisdom is responsible for providing a wide variety of administrative and technical support services to the THA Retirement Plan. |
|
State Street Bank and Trust Company
Boston, MA
|
With more than 17,000 employees and locations in 23 countries, this global financial services corporation is the largest custodian of master trust assets in the world and has assets in excess of $1.8 trillion. Hired in 2000 as the custodian for the THA Retirement Plan, its primary responsibility is accounting and safekeeping of assets and benefits payor. |
|
Holtzman, Mollenberg, Panozzo, & Perkins LLP
Austin, TX
|
This Austin accounting firm firm helps the THA Retirement Plan in meeting its accounting and audit responsibilities. |
|
Davis & Davis
Austin, TX
|
This Austin law firm is a long-time THA advocate and provides assistance to the THA Retirement Plan on all legal matters. |
|
Hewitt Investment Group
Chicago, IL
|
As a recognized authority, this national consultant advises the THA Retirement Plan in investment matters and provides quarterly performance reviews and investment manager evaluation reports to the Successor Trustees. |
|
State Street Global Advisors
(SSGA)
Boston, MA
|
As a subsidiary of State Street Bank and Trust Company, SSGA invests a significant portion of the THA Retirement Plan assets in separate equity and fixed income index funds. These funds mirror the S&P 500 (large cap stocks), the Russell 2000 (small cap stocks) and Lehman Bros. Bond Index. Total assets under management for the THA Retirement Plan are $130 million. |
|
Gardner Lewis Asset Management
(Gardner Lewis)
Philadelphia, PA
|
Gardner Lewis was founded in 1990 and serves investors of all types. With assets of $500 million, it is one of the fastest growing financial institutions nationwide. Gardner Lewis was selected in 2003 to manage a large cap growth stock portfolio for the THA Retirement Plan. |
|
Morgan Stanley Investment Management (MS)
New York, NY
|
Formed in 1980, Morgan Stanley is a global financial services Investment Management organization with 700 worldwide offices and more than $51 billion in assets under management. MS was chosen in 2001 to invest up to 10 percent of the THA Retirement Plan assets in an international stock portfolio. |
|
Thomson Hosrsfmann & Bryant, Inc. (THB)
Saddlebrook NJ
|
A subsidiary of United Asset Management, THB was formed in 1982 to exclusively provide management to institutional small-cap stock portfolios. Current assets under management are more than $2.5 billion. THB was chosen by the THA Retirement Plan in 1997 as an investment manager. |
|
Barrow, Hanley, Mewhinney & Strauss (BHMS)
Dallas, TX
|
Founded in Dallas in 1979, BHMS is a wholly owned subsidiary of Old Mutual PLC. With 29 investment professionals and more than $30 billion under management, it is one of the largest value-oriented investment managers of institutional assets in the U.S. BHMS was chosen in 2005 to manage a portfolio of large cap value stocks for the THA Retirement Plan. |
|
Vanguard Group
Valley Forge, PA
|
Formed in 1975, Vanguard has grown to be the world's largest pure no-load mutual fund company with more than $550 billion under management. Vanguard was chosen in 2005 as a manager for the THA Retirement Plan. This trust invests in a mutual fund that essentially replicates the MSCI U.S. Small Cap 1750 Index. |
|
Dodge & Cox Investment Managers
San Francisco, CA
|
Established in 1930, San Francisco based Dodge & Cox provides professional investement management services to individuals, retirement plans, and tax exempt institutions through mutual funds and separate accounts. Hired in 2006, Dodge & Cox invests about $20 million in an international stock fund for the THA Retirement Plan. |
|
Cadence Capital Management
Boston, MA
|
Starting with $20 million in 1988, Cadence has grown to more than $7.5 billion under management in various investment disciplines. In 2007, Cadence was chosen to manage $20 million in a small cap growth stock portfolio for the THA Retirement Plan. |
