2023 Form 5500 filing — Tandem Hr, LLC 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 20241010083935NAL0009831091001) for Tandem Hr, LLC 401(K) Plan, reported by Tandem Hr, LLC under EIN 20-5628549 and plan number 001. It reports 14,336 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010083935NAL0009831091001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Tandem Hr, LLC
- EIN
- 20-5628549
- Plan number
- 001
- Location
- Westchester, IL
- Participants
- 14,336
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $285,268,998
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $285,268,998
- Employer contributions
- $12,993,098
- Participant contributions
- $27,868,196
- Total income / additions
- $90,490,582
- Benefits paid
- $32,902,482
- Administrative expenses
- $1,848,559
- Total expenses
- $34,839,212
- Net increase / (decrease)
- $55,651,370
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ameritas Life Insurance Corp | NONE | $1,146,760 | not reported in the loaded dataset |
| Tandem Hr, LLC | NONE | $479,758 | not reported in the loaded dataset |
| Forvis Mazars, Llp | NONE | $100,540 | not reported in the loaded dataset |
| Bks Financial Investments LLC | NONE | $70,350 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $27,397 | $0 |
| Transamerica Retirement Solutions, | NONE | $11,275 | not reported in the loaded dataset |
| Uhy Llp | NONE | $7,850 | not reported in the loaded dataset |
| Mrpr Group, P.C. | NONE | $5,900 | not reported in the loaded dataset |