2023 Form 5500 filing — Trihealth 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 20241015064812NAL0015919971001) for Trihealth 401(K) Retirement Savings Plan, reported by Trihealth, Inc. under EIN 31-1438846 and plan number 004. It reports 17,634 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015064812NAL0015919971001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Trihealth, Inc.
- EIN
- 31-1438846
- Plan number
- 004
- Location
- Cincinnati, OH
- Participants
- 17,634
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,182,077,042
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,182,077,042
- Employer contributions
- $49,685,070
- Participant contributions
- $75,871,068
- Total income / additions
- $366,267,268
- Benefits paid
- $87,679,642
- Administrative expenses
- $1,512,843
- Total expenses
- $89,510,348
- Net increase / (decrease)
- $276,756,920
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $1,341,443 | $0 |
| Nepc LLC | NONE | $73,163 | not reported in the loaded dataset |
| Tempo Holding Company LLC Dba Aligh | NONE | $50,405 | not reported in the loaded dataset |
| Ernst & Young Llp | NONE | $25,000 | not reported in the loaded dataset |
| Aon Consulting Inc Dba Hewitt Assoc | NONE | $17,976 | not reported in the loaded dataset |