2023 Form 5500 filing — Tricor LLC Wrap Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240620133255NAL0000969651001) for Tricor LLC Wrap Plan, reported by Tricor LLC under EIN 39-1722612 and plan number 505. It reports 243 participants. Attached schedules in the loaded dataset include Schedule C (service provider compensation).

EFAST2 acknowledgement
20240620133255NAL0000969651001
Filing year
2023
Form type
2
Plan sponsor
Tricor LLC
EIN
39-1722612
Plan number
505
Location
Lancaster, WI
Participants
243
Schedules available
Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

This 2023 filing is loaded, but detailed Schedule H/I financial figures are not present for it in the current loaded dataset. Participant counts and filing identity above are reported; asset and contribution detail comes from the financial schedules where filed.

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Delta Dental Of WisconsinTHIRD PARTY ADMIN$11,183not reported in the loaded dataset

Related Form 5500 pages