2023 Form 5500 filing — Triniplus Retirement 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 20241001124319NAL0011572576001) for Triniplus Retirement Plan, reported by Trinity Health under EIN 45-0226558 and plan number 002. It reports 3,884 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001124319NAL0011572576001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Trinity Health
- EIN
- 45-0226558
- Plan number
- 002
- Location
- Minot, ND
- Participants
- 3,884
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $388,641,880
- Net assets (EOY)
- $388,641,880
- Employer contributions
- $2,623,131
- Participant contributions
- $15,279,517
- Total income / additions
- $75,842,208
- Benefits paid
- $35,367,681
- Administrative expenses
- $256,787
- Total expenses
- $35,646,039
- Net increase / (decrease)
- $40,196,169
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $192,838 | $0 |
| Advanced Capital Group | ADVISOR | $50,000 | not reported in the loaded dataset |
| Clifton Larson Allen, Llp | AUDITOR | $12,401 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $15 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |