Thrive Operations, LLC 401(K) Plan — Form 5500 plan (Thrive Operations, 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, Thrive Operations, LLC 401(K) Plan is a benefit plan reported by Thrive Operations, LLC under EIN 81-4498230 and plan number 001. The latest loaded filing year is 2023. The filing reports 903 participants and $44,660,173 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Thrive Operations, LLC
EIN
81-4498230
Plan number
001
Plan type
2
Location
Foxboro, MA
Latest filing year
2023
Participants
903
End-of-year plan assets
$44,660,173

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023903H, C20241010084802NAL0019823329001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$44,660,173
Total liabilities (EOY)
$0
Net assets (EOY)
$44,660,173
Net assets (BOY)
$35,113,689

Income & contributions

Employer contributions
$1,070,030
Participant contributions
$4,324,510
Total contributions
$6,136,400
Total income / additions
$13,451,761

Expenses & distributions

Benefits paid
$3,655,237
Administrative expenses
$186,003
Total expenses
$3,905,277
Net increase / (decrease)
$9,546,484

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs Financial Services, Inc.ADVISOR$94,064not reported in the loaded dataset2023
Stancorp Financial GroupRECORDKEEPER$72,680$02023
Compass 360TPA$19,259$19,0362023

Related Form 5500 pages