2023 Form 5500 filing — Tabula Rasa Healthcare Group, 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 20241015100615NAL0028013105001) for Tabula Rasa Healthcare Group, Inc. 401(K) Retirement Plan, reported by Tabula Rasa Healthcare Group, Inc. under EIN 26-4642609 and plan number 001. It reports 1,298 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015100615NAL0028013105001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tabula Rasa Healthcare Group, Inc.
- EIN
- 26-4642609
- Plan number
- 001
- Location
- Moorestown, NJ
- Participants
- 1,298
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $51,757,869
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $51,757,869
- Employer contributions
- $2,168,406
- Participant contributions
- $5,694,430
- Total income / additions
- $17,024,413
- Benefits paid
- $9,861,674
- Administrative expenses
- $114,745
- Total expenses
- $9,977,903
- Net increase / (decrease)
- $7,046,510
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $114,920 | $0 |