2023 Form 5500 filing — Tebra 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 20241008203344NAL0035930578001) for Tebra 401(K) Plan, reported by Tebra Technologies, Inc. under EIN 20-0739220 and plan number 002. It reports 628 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$27.5MReported net assets$27,538,010
Participants628
Provider compensation$98K2 Schedule C row(s)$98,015
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241008203344NAL0035930578001
- Plan sponsor
- Tebra Technologies, Inc.
- EIN
- 20-0739220
- Plan number
- 002
- Location
- Irvine, CA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$27.5M total assets
Net assets$27.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $27,538,010
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,538,010
- Employer contributions
- $0
- Participant contributions
- $4,639,821
- Total income / additions
- $9,738,010
- Benefits paid
- $3,063,605
- Administrative expenses
- $98,015
- Total expenses
- $3,163,197
- Net increase / (decrease)
- $6,574,813
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $73,015 | not reported in the loaded dataset |
| Gallagher Fiduciary Advisors LLC | ADVISOR | $25,000 | not reported in the loaded dataset |