2023 Form 5500 filing — Tidalhealth Pension 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 20241014141842NAL0046330032001) for Tidalhealth Pension Plan, reported by Tidalhealth, Inc. under EIN 52-2132761 and plan number 001. It reports 5,467 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014141842NAL0046330032001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tidalhealth, Inc.
- EIN
- 52-2132761
- Plan number
- 001
- Location
- Salisbury, MD
- Participants
- 5,467
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $158,325,950
- Total liabilities (EOY)
- $137,422
- Net assets (EOY)
- $158,188,528
- Employer contributions
- $0
- Total income / additions
- $19,328,189
- Benefits paid
- $9,017,764
- Administrative expenses
- $754,646
- Total expenses
- $9,772,410
- Net increase / (decrease)
- $9,555,779
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney | INVESTMENT ADVISORY | $155,180 | not reported in the loaded dataset |
| Wasatch Advisors | INVESTMENT MGMT | $106,672 | $0 |
| Harding Loevner | INVESTMENT MGMT | $92,249 | $0 |
| Franklin Templeton Ppg, LLC | INVESTMENT MGMT | $67,083 | not reported in the loaded dataset |
| Hamlin Capital Management LLC | INVESTMENT MGMT | $58,615 | not reported in the loaded dataset |
| Congress Asset Mgmt Co. | INVESTMENT MGMT | $48,903 | $0 |
| Pnc Bank | TRUSTEE | $47,841 | $0 |
| Loomis, Sayles, & Company | INVESTMENT MGMT | $42,924 | not reported in the loaded dataset |
| Polen Capital Management | INVESTMNET MGMT | $40,620 | not reported in the loaded dataset |
| Atalanta Sosnoff Management | INVESTMENT ADVISORY | $37,717 | not reported in the loaded dataset |
| Winslow Capital Management | INVESTMENT MGMT | $37,270 | not reported in the loaded dataset |
| New Century Advisors | INVESTMENT MBMT | $34,566 | not reported in the loaded dataset |
| Brown Advisory | INVESTMENT MGMT | $15,645 | $0 |