2023 Form 5500 filing — Trinity Health 401(K) Retirement Savings 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 20241014105632NAL0025982481001) for Trinity Health 401(K) Retirement Savings Plan, reported by Trinity Health Corporation under EIN 35-1443425 and plan number 012. It reports 10,082 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014105632NAL0025982481001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Trinity Health Corporation
- EIN
- 35-1443425
- Plan number
- 012
- Location
- Livonia, MI
- Participants
- 10,082
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $721,892,288
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $721,892,288
- Employer contributions
- $6,557,374
- Participant contributions
- $11,254,977
- Total income / additions
- $137,383,031
- Benefits paid
- $69,704,677
- Administrative expenses
- $464,346
- Total expenses
- $70,169,348
- Net increase / (decrease)
- $67,213,683
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fid Inv Inst Ops Co | RECORDKEEPER | $191,994 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $56,243 | not reported in the loaded dataset |
| Plante & Moran, Pllc | AUDITOR | $26,000 | not reported in the loaded dataset |
| Willis Towers Watson Us LLC | CONSULTANT | $19,807 | not reported in the loaded dataset |
| Baker & Hostelter | CONSULTANT | $6,837 | not reported in the loaded dataset |