Plan5500

Tricore Reference Laboratories 401(K) Plan — Form 5500 plan (Tricore Reference Laboratories)

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, Tricore Reference Laboratories 401(K) Plan is a benefit plan reported by Tricore Reference Laboratories under EIN 85-0444170 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,995 participants and $107,582,391 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$107.6MPlan net assets, end of year$107,582,391
Participants2KCovered participants reported1,995
Assets / participant$53.9KComputed: assets ÷ participants$53,926 (computed)
Provider compensation$285.1K3 Schedule C provider row(s)$285,061
Plan sponsor
Tricore Reference Laboratories
EIN
85-0444170
Plan number
001
Plan type
2
Location
Albuquerque, NM
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1,995 participants · 2Sch HSch C
    View filing →
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)$107.6M total assets
Net assets$107.6MLiabilities$0
Money in vs. money out
Total income / additions$26.1M
Total expenses$9.8M
Benefits paid / distributions$9.5M
Contributions
Employer$3.3M
Participant$7.5M
Full reported line items

Net assets

Total assets (EOY)
$107,582,391
Total liabilities (EOY)
$0
Net assets (EOY)
$107,582,391
Net assets (BOY)
$91,300,067

Income & contributions

Employer contributions
$3,304,217
Participant contributions
$7,453,847
Total contributions
$10,978,076
Total income / additions
$26,106,150

Expenses & distributions

Benefits paid
$9,538,765
Administrative expenses
$285,061
Total expenses
$9,823,826
Net increase / (decrease)
$16,282,324
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.

Contribution share (employer vs. participant)
Employer 31%Participant 69%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income37%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Lincoln National Corporation$213.6K
    SERVICE PROVIDER · Direct $213.6K · Indirect $0
  2. 2
    Rbc Wealth Management$50K
    CONSULTANT · Direct $50K
  3. 3
    Clifton Larson Allen, Llp$21.5K
    ACCOUNTANT · Direct $21.5K

What to inspect next

Frequently asked questions

Who sponsors the Tricore Reference Laboratories 401(K) Plan?
Tricore Reference Laboratories 401(K) Plan is reported as sponsored by Tricore Reference Laboratories (EIN 85-0444170, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Tricore Reference Laboratories 401(K) Plan?
The latest Form 5500 filing year loaded for Tricore Reference Laboratories 401(K) Plan is 2023.
How many participants does Tricore Reference Laboratories 401(K) Plan report?
Tricore Reference Laboratories 401(K) Plan reports 1,995 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Tricore Reference Laboratories 401(K) Plan?
Tricore Reference Laboratories 401(K) Plan reports $107,582,391 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages