Tidalhealth 403(B) Plan — Form 5500 plan (Tidalhealth, 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, Tidalhealth 403(B) Plan is a benefit plan reported by Tidalhealth, Inc. under EIN 52-2132761 and plan number 002. The latest loaded filing year is 2023. The filing reports 5,878 participants and $243,910,891 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tidalhealth, Inc.
EIN
52-2132761
Plan number
002
Plan type
2
Location
Salisbury, MD
Latest filing year
2023
Participants
5,878
End-of-year plan assets
$243,910,891

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235,878H, C20241015151440NAL0048604832001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$243,910,891
Total liabilities (EOY)
$0
Net assets (EOY)
$243,910,891
Net assets (BOY)
$211,861,874

Income & contributions

Employer contributions
$2,624,041
Participant contributions
$17,792,643
Total contributions
$22,279,371
Total income / additions
$48,765,920

Expenses & distributions

Benefits paid
$16,610,861
Administrative expenses
$106,042
Total expenses
$16,716,903
Net increase / (decrease)
$32,049,017

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$101,447$02023
Empower Annuity Insurance CompanyRECORDKEEPER$4,085$02023
Lincoln - ApsSERVICE PROVIDER$300$02023
Brighthouse Life Insurance CompanyRECORDKEEPER$90not reported in the loaded dataset2023

Related Form 5500 pages