Tallgrass Management LLC 401(K) Savings Plan — Form 5500 plan (Tallgrass Management 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, Tallgrass Management LLC 401(K) Savings Plan is a benefit plan reported by Tallgrass Management LLC under EIN 80-0848992 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,052 participants and $156,218,255 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tallgrass Management LLC
EIN
80-0848992
Plan number
001
Plan type
2
Location
Leawood, KS
Latest filing year
2023
Participants
1,052
End-of-year plan assets
$156,218,255

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,052H, C20241011121512NAL0012469299001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$156,218,255
Total liabilities (EOY)
$0
Net assets (EOY)
$156,218,255
Net assets (BOY)
$128,441,998

Income & contributions

Employer contributions
$9,858,476
Participant contributions
$10,643,089
Total contributions
$25,421,918
Total income / additions
$47,927,105

Expenses & distributions

Benefits paid
$19,975,775
Administrative expenses
$165,692
Total expenses
$20,150,848
Net increase / (decrease)
$27,776,257

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$86,527$02023
Mariner Retirement Advisors LLCADVISOR$59,165not reported in the loaded dataset2023
Novak Birks P.CACCOUNTANT/AUDITOR$20,000not reported in the loaded dataset2023

Related Form 5500 pages