Tuality Healthcare Retirement Plan — Form 5500 plan (Tuality Healthcare)
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, Tuality Healthcare Retirement Plan is a benefit plan reported by Tuality Healthcare under EIN 93-0430029 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,678 participants and $67,489,520 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tuality Healthcare
- EIN
- 93-0430029
- Plan number
- 001
- Plan type
- 2
- Location
- Hillsboro, OR
- Latest filing year
- 2023
- Participants
- 1,678
- End-of-year plan assets
- $67,489,520
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,678 | H, C | 20241014174842NAL0015383715001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $67,489,520
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $67,489,520
- Net assets (BOY)
- $70,794,665
Income & contributions
- Employer contributions
- $2,927,000
- Total contributions
- $2,927,000
- Total income / additions
- $10,881,062
Expenses & distributions
- Benefits paid
- $12,553,850
- Administrative expenses
- $1,632,357
- Total expenses
- $14,186,207
- Net increase / (decrease)
- -$3,305,145
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Coldstream Wealth Management | NONE | $191,238 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | NONE | $147,858 | not reported in the loaded dataset | 2023 |
| Independent Actuaries, Inc | NONE | $19,275 | not reported in the loaded dataset | 2023 |
| Fordham & Co Llp | NONE | $18,843 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tuality Healthcare
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Hillsboro, OR
- Coldstream Wealth Management — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Independent Actuaries, Inc — Schedule C compensation
- Fordham & Co Llp — Schedule C compensation