2023 Form 5500 filing — Traditions Health, LLC 401(K) 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 20241014114809NAL0044372848001) for Traditions Health, LLC 401(K) Plan, reported by Traditions Health, LLC under EIN 45-1744136 and plan number 002. It reports 3,430 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014114809NAL0044372848001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Traditions Health, LLC
- EIN
- 45-1744136
- Plan number
- 002
- Location
- Franklin, TN
- Participants
- 3,430
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,458,098
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,458,098
- Employer contributions
- $1,409,937
- Participant contributions
- $4,835,034
- Total income / additions
- $10,951,292
- Benefits paid
- $4,758,870
- Administrative expenses
- $191,277
- Total expenses
- $4,950,147
- Net increase / (decrease)
- $6,001,145
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insuarance Company | CONTRACT ADMINISTRATOR | $172,648 | $0 |
| Northwestern Mutual Investment Serv | OTHER SERVICES | $0 | $67,490 |
| Alliance Benefit Group Of Houston | CONTRACT ADMINISTRATOR | $18,658 | $11,248 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |