2023 Form 5500 filing — Trividia Health, Inc. Employee Flexible Compensation 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 20241014154110NAL0045141392001) for Trividia Health, Inc. Employee Flexible Compensation Plan, reported by Trividia Health, Inc. under EIN 22-2594392 and plan number 001. It reports 577 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014154110NAL0045141392001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Trividia Health, Inc.
- EIN
- 22-2594392
- Plan number
- 001
- Location
- Fort Lauderdale, FL
- Participants
- 577
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $56,694,416
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $56,694,416
- Employer contributions
- $914,066
- Participant contributions
- $2,844,365
- Total income / additions
- $12,361,218
- Benefits paid
- $5,889,052
- Administrative expenses
- $57,152
- Total expenses
- $5,946,204
- Net increase / (decrease)
- $6,415,014
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $54,794 | not reported in the loaded dataset |
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $2,328 | $0 |
| Charles Schwab & Co., Inc. | BROKERAGE SERVICES | $30 | $0 |