Telligen, Inc. 401(K) Retirement Plan — Form 5500 plan (Telligen, 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, Telligen, Inc. 401(K) Retirement Plan is a benefit plan reported by Telligen, Inc. under EIN 42-0992483 and plan number 002. The latest loaded filing year is 2023. The filing reports 887 participants and $90,224,407 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$90.2MPlan net assets, end of year$90,224,407
Participants887Covered participants reported
Assets / participant$101.7KComputed: assets ÷ participants$101,719 (computed)
Provider compensation$124.7K3 Schedule C provider row(s)$124,687
- Plan sponsor
- Telligen, Inc.
- EIN
- 42-0992483
- Plan number
- 002
- Plan type
- 2
- Location
- West Des Moines, IA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 887 | H, C | 20241012172351NAL0040435856001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$90.2M total assets
Net assets$90.2MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $90,224,407
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $90,224,407
- Net assets (BOY)
- $74,355,569
Income & contributions
- Participant contributions
- $3,761,011
- Total contributions
- $8,239,427
- Total income / additions
- $20,339,369
Expenses & distributions
- Benefits paid
- $4,345,844
- Administrative expenses
- $124,687
- Total expenses
- $4,470,531
- Net increase / (decrease)
- $15,868,838
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income21%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $77,446 | not reported in the loaded dataset | 2023 |
| Ubs Financial Services Inc | NONE | $47,241 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $0 | $0 | 2023 |