2023 Form 5500 filing — Tandem Health 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 20241120065809NAL0002294339001) for Tandem Health 401(K) Plan, reported by Tandem Health Sc under EIN 57-1095992 and plan number 001. It reports 271 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241120065809NAL0002294339001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tandem Health Sc
- EIN
- 57-1095992
- Plan number
- 001
- Location
- Sumter, SC
- Participants
- 271
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,911,312
- Total liabilities (EOY)
- $24,001
- Net assets (EOY)
- $6,887,311
- Employer contributions
- $214,642
- Participant contributions
- $448,262
- Total income / additions
- $2,085,033
- Benefits paid
- $434,946
- Administrative expenses
- $40,875
- Total expenses
- $475,821
- Net increase / (decrease)
- $1,609,212
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $36,446 | $0 |
| 3g Retirement Services LLC | TPA | $4,429 | not reported in the loaded dataset |