2023 Form 5500 filing — Turnbridge 401(K) Retirement Savings 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 20241010141414NAL0011579939005) for Turnbridge 401(K) Retirement Savings Plan, reported by Ct Clinical Services Inc Dba Turnbridge under EIN 27-4313481 and plan number 001. It reports 588 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010141414NAL0011579939005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ct Clinical Services Inc Dba Turnbridge
- EIN
- 27-4313481
- Plan number
- 001
- Location
- New Haven, CT
- Participants
- 588
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,365,423
- Net assets (EOY)
- $3,365,423
- Employer contributions
- $0
- Participant contributions
- $692,632
- Total income / additions
- $1,219,184
- Benefits paid
- $263,604
- Administrative expenses
- $20,883
- Total expenses
- $284,487
- Net increase / (decrease)
- $934,697
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $22,689 | $0 |
| Schneider, Male & Strakowski | CONTRACT ADMIN | $5,770 | $2,783 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,368 | $0 |