Tebra 401(K) Plan — Form 5500 plan (Tebra Technologies, 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, Tebra 401(K) Plan is a benefit plan reported by Tebra Technologies, Inc. under EIN 20-0739220 and plan number 002. The latest loaded filing year is 2023. The filing reports 628 participants and $27,538,010 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$27.5MPlan net assets, end of year$27,538,010
Participants628Covered participants reported
Assets / participant$43.9KComputed: assets ÷ participants$43,850 (computed)
Provider compensation$98K2 Schedule C provider row(s)$98,015
- Plan sponsor
- Tebra Technologies, Inc.
- EIN
- 20-0739220
- Plan number
- 002
- Plan type
- 2
- Location
- Irvine, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 628 | H, C | 20241008203344NAL0035930578001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$27.5M total assets
Net assets$27.5MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $27,538,010
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,538,010
- Net assets (BOY)
- $14,305,540
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $4,639,821
- Total contributions
- $5,743,376
- Total income / additions
- $9,738,010
Expenses & distributions
- Benefits paid
- $3,063,605
- Administrative expenses
- $98,015
- Total expenses
- $3,163,197
- Net increase / (decrease)
- $6,574,813
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
100%
Employer 0%Participant 100%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income31%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $73,015 | not reported in the loaded dataset | 2023 |
| Gallagher Fiduciary Advisors LLC | ADVISOR | $25,000 | not reported in the loaded dataset | 2023 |