Teleion 401(K) Plan — Form 5500 plan (Teleion 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, Teleion 401(K) Plan is a benefit plan reported by Teleion LLC under EIN 26-1608597 and plan number 001. The latest loaded filing year is 2023. The filing reports 247 participants and $6,124,975 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Teleion LLC
- EIN
- 26-1608597
- Plan number
- 001
- Plan type
- 2
- Location
- Seattle, WA
- Latest filing year
- 2023
- Participants
- 247
- End-of-year plan assets
- $6,124,975
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 247 | H, C | 20240709125151NAL0020972336001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,124,975
- Net assets (EOY)
- $6,124,975
- Net assets (BOY)
- $4,718,574
Income & contributions
- Employer contributions
- $208,584
- Participant contributions
- $1,180,697
- Total contributions
- $1,479,310
- Total income / additions
- $2,416,941
Expenses & distributions
- Benefits paid
- $960,398
- Administrative expenses
- $50,142
- Total expenses
- $1,010,540
- Net increase / (decrease)
- $1,406,401
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Gallagher Fiduciary Advisors, LLC | NONE | $21,522 | not reported in the loaded dataset | 2023 |
| Nationwide | NONE | $19,170 | $0 | 2023 |
| Hunnex & Shoemaker | NONE | $9,450 | not reported in the loaded dataset | 2023 |