Tandem Hr, LLC 401(K) Plan — Form 5500 plan (Tandem Hr, LLC)
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, Tandem Hr, LLC 401(K) Plan is a benefit plan reported by Tandem Hr, LLC under EIN 20-5628549 and plan number 001. The latest loaded filing year is 2023. The filing reports 14,336 participants and $285,268,998 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tandem Hr, LLC
- EIN
- 20-5628549
- Plan number
- 001
- Plan type
- 3
- Location
- Westchester, IL
- Latest filing year
- 2023
- Participants
- 14,336
- End-of-year plan assets
- $285,268,998
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 14,336 | H, C | 20241010083935NAL0009831091001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $285,268,998
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $285,268,998
- Net assets (BOY)
- $287,202,228
Income & contributions
- Employer contributions
- $12,993,098
- Participant contributions
- $27,868,196
- Total contributions
- $43,379,757
- Total income / additions
- $90,490,582
Expenses & distributions
- Benefits paid
- $32,902,482
- Administrative expenses
- $1,848,559
- Total expenses
- $34,839,212
- Net increase / (decrease)
- $55,651,370
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ameritas Life Insurance Corp | NONE | $1,146,760 | not reported in the loaded dataset | 2023 |
| Tandem Hr, LLC | NONE | $479,758 | not reported in the loaded dataset | 2023 |
| Forvis Mazars, Llp | NONE | $100,540 | not reported in the loaded dataset | 2023 |
| Bks Financial Investments LLC | NONE | $70,350 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $27,397 | $0 | 2023 |
| Transamerica Retirement Solutions, | NONE | $11,275 | not reported in the loaded dataset | 2023 |
| Uhy Llp | NONE | $7,850 | not reported in the loaded dataset | 2023 |
| Mrpr Group, P.C. | NONE | $5,900 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tandem Hr, LLC
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Westchester, IL
- Ameritas Life Insurance Corp — Schedule C compensation
- Tandem Hr, LLC — Schedule C compensation
- Forvis Mazars, Llp — Schedule C compensation
- Bks Financial Investments LLC — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Transamerica Retirement Solutions, — Schedule C compensation
- Uhy Llp — Schedule C compensation
- Mrpr Group, P.C. — Schedule C compensation