Tavistock Corporation — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Tavistock Corporation (EIN 59-2117458) is a plan sponsor located in Windermere, FL with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
59-2117458
Location
Windermere, FL
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$35,439,981
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$35,439,981

Contributions & income

Employer contributions
$735,654
Participant contributions
$3,765,103
Total income / additions
$10,283,630

Expenses & distributions

Benefits paid / distributions
$2,957,111
Total expenses
$3,096,109
Net increase / (decrease)
$7,187,521

Coverage

Total reported participants
1,549
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Tavistock Corporation plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Tavistock 401(K) Plan0021,032$35,439,9812023
Tavistock Health Management Company, LLC Health & Welfare Benefit Plan501517not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Tavistock Corporation
YearPlanParticipantsSchedulesFiling
2023Tavistock Health Management Company, LLC Health & Welfare Benefit Plan51720240301210006NAL0030235426001
2023Tavistock 401(K) Plan1,032H, C20240723121901NAL0011251985001
2023Tavistock Health Management Company, LLC Health & Welfare Benefit Plan60820250203093132NAL0012876834001

Related Form 5500 pages