Triwest Healthcare Alliance Corp 401(K) Plan — Form 5500 plan (Triwest Healthcare Alliance Corp)

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, Triwest Healthcare Alliance Corp 401(K) Plan is a benefit plan reported by Triwest Healthcare Alliance Corp under EIN 86-0813402 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,956 participants and $83,353,751 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$83.4MPlan net assets, end of year$83,353,751
Participants2KCovered participants reported1,956
Assets / participant$42.6KComputed: assets ÷ participants$42,614 (computed)
Provider compensation$165.4K2 Schedule C provider row(s)$165,441
Plan sponsor
Triwest Healthcare Alliance Corp
EIN
86-0813402
Plan number
001
Plan type
2
Location
Phoenix, AZ
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,956H, C20240604185623NAL0034775792001
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)$83.4M total assets
Net assets$83.4MLiabilities$0
Money in vs. money out
Total income / additions$20M
Total expenses$6.5M
Benefits paid / distributions$6.4M
Contributions
Employer$3.1M
Participant$4.9M
Full reported line items

Net assets

Total assets (EOY)
$83,353,751
Total liabilities (EOY)
$0
Net assets (EOY)
$83,353,751
Net assets (BOY)
$69,871,682

Income & contributions

Employer contributions
$3,140,160
Participant contributions
$4,866,369
Total contributions
$8,214,896
Total income / additions
$20,024,883

Expenses & distributions

Benefits paid
$6,377,373
Administrative expenses
$165,441
Total expenses
$6,542,814
Net increase / (decrease)
$13,482,069

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
T Rowe Price Rps IncNONE$135,441$02023
Nfp Retirement Inc/Advisor ServicesNONE$30,000not reported in the loaded dataset2023

Related Form 5500 pages