Piedmont Triad Anesthesia Retirement Plan — Form 5500 plan (Piedmont Triad Anesthesia Pa)
Plain-English plan 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, Piedmont Triad Anesthesia Retirement Plan is a benefit plan reported by Piedmont Triad Anesthesia Pa under EIN 20-1394536 and plan number 001. The latest loaded filing year is 2023. The filing reports 149 participants and $36,012,632 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Piedmont Triad Anesthesia Pa
- EIN
- 20-1394536
- Plan number
- 001
- Plan type
- 2
- Location
- Winston Salem, NC
- Latest filing year
- 2023
- Participants
- 149
- End-of-year plan assets
- $36,012,632
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 149 | H, C | 20241015121219NAL0014588323001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,012,632
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,012,632
- Net assets (BOY)
- $36,285,592
Income & contributions
- Employer contributions
- $1,642,945
- Participant contributions
- $1,091,469
- Total contributions
- $2,743,114
- Total income / additions
- $8,935,020
Expenses & distributions
- Benefits paid
- $9,124,105
- Administrative expenses
- $83,875
- Total expenses
- $9,207,980
- Net increase / (decrease)
- -$272,960
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $65,875 | $0 | 2023 |
| Cri Cpas And Advisors | ACCOUNTANT | $18,000 | not reported in the loaded dataset | 2023 |
| Wells Fargo Advisors Fin Network | OTHER SERVICES | $0 | $7,552 | 2023 |
| Wells Fargo Clearing Services LLC | OTHER SERVICES | $0 | $6,519 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Piedmont Triad Anesthesia Pa
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Winston Salem, NC
- Principal Life Insurance Company — Schedule C compensation
- Cri Cpas And Advisors — Schedule C compensation
- Wells Fargo Advisors Fin Network — Schedule C compensation
- Wells Fargo Clearing Services LLC — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation