2023 Form 5500 filing — Teamhealth 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240730155556NAL0012015843002) for Teamhealth 401(K) Plan, reported by Ameriteam Services, LLC under EIN 47-2129748 and plan number 002. It reports 23,195 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730155556NAL0012015843002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ameriteam Services, LLC
- EIN
- 47-2129748
- Plan number
- 002
- Location
- Knoxville, TN
- Participants
- 23,195
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,550,879,061
- Net assets (EOY)
- $1,550,879,061
- Employer contributions
- $17,841,478
- Participant contributions
- $134,950,991
- Total income / additions
- $401,621,189
- Benefits paid
- $119,756,513
- Administrative expenses
- $2,564,525
- Total expenses
- $122,539,404
- Net increase / (decrease)
- $279,081,785
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $1,330,844 | not reported in the loaded dataset |
| Morningstar Inc | NONE | $464,344 | not reported in the loaded dataset |
| Capfinancial Partners LLC | NONE | $138,977 | not reported in the loaded dataset |
| Truist Bank | NONE | $60,527 | not reported in the loaded dataset |
| Nextgen Wealth Counselors Limi | NONE | $42,285 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $28,604 | $15 |
| Marcum Wealth LLC | NONE | $27,085 | not reported in the loaded dataset |
| Fisher Investments | NONE | $18,585 | not reported in the loaded dataset |
| Larson Financial Group LLC | NONE | $17,755 | not reported in the loaded dataset |
| Brinker Capital Investments Ll | NONE | $15,771 | not reported in the loaded dataset |
| Valley Wealth Managers Inc | NONE | $14,307 | not reported in the loaded dataset |
| Wisniewski Wealth Management | NONE | $11,894 | not reported in the loaded dataset |
| C G Hughes Company LLC | NONE | $10,496 | not reported in the loaded dataset |
| Mariner LLC | NONE | $10,201 | not reported in the loaded dataset |
| Hightower Advisors LLC | NONE | $9,362 | not reported in the loaded dataset |
| 25 LLC | NONE | $8,311 | not reported in the loaded dataset |
| Modera Wealth Management LLC | NONE | $7,857 | not reported in the loaded dataset |
| Heritage Investment Group | NONE | $7,421 | not reported in the loaded dataset |
| Morningstar Investment Service | NONE | $6,315 | not reported in the loaded dataset |
| Integrated Advisors Network Ll | NONE | $6,303 | not reported in the loaded dataset |
| Colton Groome Financial Adviso | NONE | $6,253 | not reported in the loaded dataset |