2023 Form 5500 filing — Toledo Clinic, Inc. Employees' 401(K) Profit Sharing 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 20241010124816NAL0011474723001) for Toledo Clinic, Inc. Employees' 401(K) Profit Sharing Plan And Trust, reported by Toledo Clinic, Inc. under EIN 34-0936207 and plan number 002. It reports 1,785 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010124816NAL0011474723001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Toledo Clinic, Inc.
- EIN
- 34-0936207
- Plan number
- 002
- Location
- Toledo, OH
- Participants
- 1,785
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $224,014,028
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $224,014,028
- Employer contributions
- $7,075,733
- Participant contributions
- $7,185,704
- Total income / additions
- $51,757,565
- Benefits paid
- $15,864,640
- Administrative expenses
- $320,974
- Total expenses
- $16,185,614
- Net increase / (decrease)
- $35,571,951
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $152,466 | not reported in the loaded dataset |
| Kovitz Investment Group Partners | NONE | $49,816 | not reported in the loaded dataset |
| Oneamerica Inv Advisory Services Ll | NONE | $38,550 | not reported in the loaded dataset |
| Lpl Financial | NONE | $18,510 | not reported in the loaded dataset |
| Tdc Investmenet Advisory Services | NONE | $18,322 | not reported in the loaded dataset |
| Raymond James | NONE | $13,974 | not reported in the loaded dataset |
| Bollin Wealth Management | NONE | $10,449 | not reported in the loaded dataset |
| Wealth Advisors Group | NONE | $7,833 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $0 |