Trihealth, Inc. Retirement Plan — Form 5500 plan (Trihealth, Inc.)
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, Trihealth, Inc. Retirement Plan is a benefit plan reported by Trihealth, Inc. under EIN 31-1438846 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,327 participants and $20,006,481 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trihealth, Inc.
- EIN
- 31-1438846
- Plan number
- 001
- Plan type
- 2
- Location
- Cincinnati, OH
- Latest filing year
- 2023
- Participants
- 2,327
- End-of-year plan assets
- $20,006,481
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,327 | H, C | 20250915153003NAL0000769299001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,006,481
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,006,481
- Net assets (BOY)
- $109,504,694
Income & contributions
- Employer contributions
- $11,100,000
- Total contributions
- $11,100,000
- Total income / additions
- $11,144,341
Expenses & distributions
- Benefits paid
- $100,511,808
- Administrative expenses
- $130,746
- Total expenses
- $100,642,554
- Net increase / (decrease)
- -$89,498,213
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fifth Third Bank | NONE | $535,656 | not reported in the loaded dataset | 2023 |
| Aon Consulting, LLC | NONE | $265,237 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | TRUSTEE | $128,110 | not reported in the loaded dataset | 2023 |
| Nepc, LLC | NONE | $60,830 | not reported in the loaded dataset | 2023 |
| Ernst & Young Llp | NONE | $60,000 | not reported in the loaded dataset | 2023 |
| Wellington Trust Company | NONE | $45,273 | $0 | 2023 |
| Parametric | NONE | $42,928 | not reported in the loaded dataset | 2023 |
| Frost Brown Todd | NONE | $40,461 | not reported in the loaded dataset | 2023 |
| Garcia Hamilton & Associates, L.P. | NONE | $32,320 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trihealth, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cincinnati, OH
- Fifth Third Bank — Schedule C compensation
- Aon Consulting, LLC — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Nepc, LLC — Schedule C compensation
- Ernst & Young Llp — Schedule C compensation
- Wellington Trust Company — Schedule C compensation
- Parametric — Schedule C compensation
- Frost Brown Todd — Schedule C compensation
- Garcia Hamilton & Associates, L.P. — Schedule C compensation