2023 Form 5500 filing — Trinity Health Corporation Retiree Benefit Plan 506 (Grandfathered)
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 20250410095950NAL0042478050002) for Trinity Health Corporation Retiree Benefit Plan 506 (Grandfathered), reported by Trinity Health Corporation under EIN 35-1443425 and plan number 506. It reports 2,734 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250410095950NAL0042478050002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Trinity Health Corporation
- EIN
- 35-1443425
- Plan number
- 506
- Location
- Livonia, MI
- Participants
- 2,734
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $188,407,261
- Total liabilities (EOY)
- $73,474
- Net assets (EOY)
- $188,333,787
- Employer contributions
- $1,541
- Participant contributions
- $477,686
- Total income / additions
- $29,628,781
- Benefits paid
- $4,028,902
- Administrative expenses
- $114,814
- Total expenses
- $4,143,716
- Net increase / (decrease)
- $25,485,065
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pce | TPA | $45,000 | not reported in the loaded dataset |
| Plante Moran | ACCOUNTANT/AUDITOR | $27,000 | not reported in the loaded dataset |
| Alight Solutions | TPA | $22,798 | not reported in the loaded dataset |
| Bcbsm | TPA | $10,589 | not reported in the loaded dataset |