2023 Form 5500 filing — Telligen, Inc. 401(K) Retirement 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 20241012172351NAL0040435856001) for Telligen, Inc. 401(K) Retirement Plan, reported by Telligen, Inc. under EIN 42-0992483 and plan number 002. It reports 887 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)$90.2MReported net assets$90,224,407
Participants887
Provider compensation$124.7K3 Schedule C row(s)$124,687
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241012172351NAL0040435856001
- Plan sponsor
- Telligen, Inc.
- EIN
- 42-0992483
- Plan number
- 002
- Location
- West Des Moines, IA
- 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)$90.2M total assets
Net assets$90.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $90,224,407
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $90,224,407
- Participant contributions
- $3,761,011
- Total income / additions
- $20,339,369
- Benefits paid
- $4,345,844
- Administrative expenses
- $124,687
- Total expenses
- $4,470,531
- Net increase / (decrease)
- $15,868,838
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $77,446 | not reported in the loaded dataset |
| Ubs Financial Services Inc | NONE | $47,241 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $0 |