2023 Form 5500 filing — Transitions Healthcare, LLC 401(K) 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 20241015104328NAL0016167059001) for Transitions Healthcare, LLC 401(K) Plan, reported by Transitions Healthcare, LLC under EIN 26-4551407 and plan number 001. It reports 187 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015104328NAL0016167059001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Transitions Healthcare, LLC
- EIN
- 26-4551407
- Plan number
- 001
- Location
- Westminster, MD
- Participants
- 187
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,066,416
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,066,416
- Employer contributions
- $0
- Participant contributions
- $99,293
- Total income / additions
- $251,077
- Benefits paid
- $105,318
- Administrative expenses
- $4,402
- Total expenses
- $109,720
- Net increase / (decrease)
- $141,357
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $2,658 | $0 |
| Stephens Inc | OTHER | $1,744 | not reported in the loaded dataset |