2023 Form 5500 filing — Trillium Health, Inc. Defined Contribution 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 20250120071542NAL0001863777001) for Trillium Health, Inc. Defined Contribution Plan, reported by Trillium Health, Inc. under EIN 16-1356734 and plan number 001. It reports 314 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250120071542NAL0001863777001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Trillium Health, Inc.
- EIN
- 16-1356734
- Plan number
- 001
- Location
- Rochester, NY
- Participants
- 314
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,640,328
- Total liabilities (EOY)
- $27,695
- Net assets (EOY)
- $20,612,633
- Employer contributions
- $676,431
- Participant contributions
- $1,280,021
- Total income / additions
- $6,078,170
- Benefits paid
- $1,358,065
- Administrative expenses
- $100,699
- Total expenses
- $1,487,263
- Net increase / (decrease)
- $4,590,907
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sage Rutty & Co., Inc. | INVESTMENT/FINANCIAL ADVI | $57,674 | $0 |
| Adp, Inc. | RECORD KEEPER | $42,499 | $0 |