2023 Form 5500 filing — Tri-State 401k Plan And Trust
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 20240911105208NAL0004190931001) for Tri-State 401k Plan And Trust, reported by Tri-State Generation And Transmission Association Inc. under EIN 84-0464189 and plan number 003. It reports 1,437 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240911105208NAL0004190931001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tri-State Generation And Transmission Association Inc.
- EIN
- 84-0464189
- Plan number
- 003
- Location
- Denver, CO
- Participants
- 1,437
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $257,992,680
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $257,992,680
- Employer contributions
- $4,914,940
- Participant contributions
- $14,222,536
- Total income / additions
- $59,534,086
- Benefits paid
- $36,327,526
- Administrative expenses
- $106,621
- Total expenses
- $36,475,367
- Net increase / (decrease)
- $23,058,719
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $92,728 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $14,425 | $0 |