2023 Form 5500 filing — Tidalhealth 403(B) 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 20241015151440NAL0048604832001) for Tidalhealth 403(B) Plan, reported by Tidalhealth, Inc. under EIN 52-2132761 and plan number 002. It reports 5,878 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015151440NAL0048604832001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tidalhealth, Inc.
- EIN
- 52-2132761
- Plan number
- 002
- Location
- Salisbury, MD
- Participants
- 5,878
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $243,910,891
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $243,910,891
- Employer contributions
- $2,624,041
- Participant contributions
- $17,792,643
- Total income / additions
- $48,765,920
- Benefits paid
- $16,610,861
- Administrative expenses
- $106,042
- Total expenses
- $16,716,903
- Net increase / (decrease)
- $32,049,017
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $101,447 | $0 |
| Empower Annuity Insurance Company | RECORDKEEPER | $4,085 | $0 |
| Lincoln - Aps | SERVICE PROVIDER | $300 | $0 |
| Brighthouse Life Insurance Company | RECORDKEEPER | $90 | not reported in the loaded dataset |