2023 Form 5500 filing — Ta Operating LLC 401(K) 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 20241014060703NAL0012928515001) for Ta Operating LLC 401(K) Savings Plan, reported by Ta Operating LLC under EIN 34-1747077 and plan number 001. It reports 20,184 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014060703NAL0012928515001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ta Operating LLC
- EIN
- 34-1747077
- Plan number
- 001
- Location
- Westlake, OH
- Participants
- 20,184
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $170,448,504
- Total liabilities (EOY)
- $147,966
- Net assets (EOY)
- $170,300,538
- Employer contributions
- $2,664,642
- Participant contributions
- $22,279,197
- Total income / additions
- $49,303,363
- Benefits paid
- $25,425,584
- Administrative expenses
- $688,101
- Total expenses
- $26,265,718
- Net increase / (decrease)
- $23,037,645
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $597,310 | $0 |
| Raymond James | INVESTMENT ADVISOR | $59,491 | not reported in the loaded dataset |
| Ciuni And Panichi Inc | AUDITOR | $31,300 | not reported in the loaded dataset |