Trillium Health, Inc. Defined Contribution Plan — Form 5500 plan (Trillium Health, Inc.)

Plain-English plan 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, Trillium Health, Inc. Defined Contribution Plan is a benefit plan reported by Trillium Health, Inc. under EIN 16-1356734 and plan number 001. The latest loaded filing year is 2023. The filing reports 314 participants and $20,640,328 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Trillium Health, Inc.
EIN
16-1356734
Plan number
001
Plan type
2
Location
Rochester, NY
Latest filing year
2023
Participants
314
End-of-year plan assets
$20,640,328

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023314H, C20250120071542NAL0001863777001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,640,328
Total liabilities (EOY)
$27,695
Net assets (EOY)
$20,612,633
Net assets (BOY)
$16,021,726

Income & contributions

Employer contributions
$676,431
Participant contributions
$1,280,021
Total contributions
$3,329,870
Total income / additions
$6,078,170

Expenses & distributions

Benefits paid
$1,358,065
Administrative expenses
$100,699
Total expenses
$1,487,263
Net increase / (decrease)
$4,590,907

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sage Rutty & Co., Inc.INVESTMENT/FINANCIAL ADVI$57,674$02023
Adp, Inc.RECORD KEEPER$42,499$02023

Related Form 5500 pages