Trividia Health, Inc. Employee Flexible Compensation Plan — Form 5500 plan (Trividia 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, Trividia Health, Inc. Employee Flexible Compensation Plan is a benefit plan reported by Trividia Health, Inc. under EIN 22-2594392 and plan number 001. The latest loaded filing year is 2023. The filing reports 577 participants and $56,694,416 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Trividia Health, Inc.
EIN
22-2594392
Plan number
001
Plan type
2
Location
Fort Lauderdale, FL
Latest filing year
2023
Participants
577
End-of-year plan assets
$56,694,416

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023577H, C20241014154110NAL0045141392001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$56,694,416
Total liabilities (EOY)
$0
Net assets (EOY)
$56,694,416
Net assets (BOY)
$50,279,402

Income & contributions

Employer contributions
$914,066
Participant contributions
$2,844,365
Total contributions
$3,841,494
Total income / additions
$12,361,218

Expenses & distributions

Benefits paid
$5,889,052
Administrative expenses
$57,152
Total expenses
$5,946,204
Net increase / (decrease)
$6,415,014

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan StanleyINVESTMENT ADVISOR$54,794not reported in the loaded dataset2023
Jpmorgan Invest Holdings LLCRECORDKEEPER$2,328$02023
Charles Schwab & Co., Inc.BROKERAGE SERVICES$30$02023

Related Form 5500 pages