2023 Form 5500 filing — Tuality Healthcare Cash Balance Pension 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 20241014174421NAL0026864993001) for Tuality Healthcare Cash Balance Pension Plan, reported by Tuality Healthcare under EIN 93-0430029 and plan number 003. It reports 1,143 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014174421NAL0026864993001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tuality Healthcare
- EIN
- 93-0430029
- Plan number
- 003
- Location
- Hillsboro, OR
- Participants
- 1,143
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,089,956
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,089,956
- Employer contributions
- $938,000
- Total income / additions
- $2,215,876
- Benefits paid
- $1,390,196
- Administrative expenses
- $628,682
- Total expenses
- $2,018,878
- Net increase / (decrease)
- $196,998
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | NONE | $68,799 | not reported in the loaded dataset |
| Coldstream Wealth Management | NONE | $21,870 | not reported in the loaded dataset |
| Independent Actuaries, Inc | NONE | $21,470 | not reported in the loaded dataset |
| Five Points Capital, Inc. | NONE | $5,000 | not reported in the loaded dataset |