2023 Form 5500 filing — Trinity Health Corporation Erisa 403(B) Retirement Plan (Frozen)
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 20241014104729NAL0027069873001) for Trinity Health Corporation Erisa 403(B) Retirement Plan (Frozen), reported by Trinity Health Corporation under EIN 35-1443425 and plan number 014. It reports 1,339 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014104729NAL0027069873001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Trinity Health Corporation
- EIN
- 35-1443425
- Plan number
- 014
- Location
- Livonia, MI
- Participants
- 1,339
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $384,697,023
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $384,697,023
- Total income / additions
- $58,644,719
- Benefits paid
- $33,698,373
- Administrative expenses
- $52,546
- Total expenses
- $33,750,919
- Net increase / (decrease)
- $24,893,800
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fid Inv Inst Ops Co | RECORDKEEPER | $41,836 | $0 |