Triniplus Retirement Plan — Form 5500 plan (Trinity Health)
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, Triniplus Retirement Plan is a benefit plan reported by Trinity Health under EIN 45-0226558 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,884 participants and $388,641,880 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trinity Health
- EIN
- 45-0226558
- Plan number
- 002
- Plan type
- 2
- Location
- Minot, ND
- Latest filing year
- 2023
- Participants
- 3,884
- End-of-year plan assets
- $388,641,880
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,884 | H, C | 20241001124319NAL0011572576001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $388,641,880
- Net assets (EOY)
- $388,641,880
- Net assets (BOY)
- $348,445,711
Income & contributions
- Employer contributions
- $2,623,131
- Participant contributions
- $15,279,517
- Total contributions
- $18,188,008
- Total income / additions
- $75,842,208
Expenses & distributions
- Benefits paid
- $35,367,681
- Administrative expenses
- $256,787
- Total expenses
- $35,646,039
- Net increase / (decrease)
- $40,196,169
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $192,838 | $0 | 2023 |
| Advanced Capital Group | ADVISOR | $50,000 | not reported in the loaded dataset | 2023 |
| Clifton Larson Allen, Llp | AUDITOR | $12,401 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $15 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trinity Health
- 2023 Form 5500 filing
- Form 5500 filings in ND
- 401(k) and benefit plan filings in Minot, ND
- Transamerica Retirement Solutions — Schedule C compensation
- Advanced Capital Group — Schedule C compensation
- Clifton Larson Allen, Llp — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- National Financial Services — Schedule C compensation