Tabula Rasa Healthcare Group, Inc. 401(K) Retirement Plan — Form 5500 plan (Tabula Rasa Healthcare Group, 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, Tabula Rasa Healthcare Group, Inc. 401(K) Retirement Plan is a benefit plan reported by Tabula Rasa Healthcare Group, Inc. under EIN 26-4642609 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,298 participants and $51,757,869 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tabula Rasa Healthcare Group, Inc.
EIN
26-4642609
Plan number
001
Plan type
2
Location
Moorestown, NJ
Latest filing year
2023
Participants
1,298
End-of-year plan assets
$51,757,869

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,298H, C20241015100615NAL0028013105001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$51,757,869
Total liabilities (EOY)
$0
Net assets (EOY)
$51,757,869
Net assets (BOY)
$44,711,359

Income & contributions

Employer contributions
$2,168,406
Participant contributions
$5,694,430
Total contributions
$8,670,276
Total income / additions
$17,024,413

Expenses & distributions

Benefits paid
$9,861,674
Administrative expenses
$114,745
Total expenses
$9,977,903
Net increase / (decrease)
$7,046,510

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$114,920$02023

Related Form 5500 pages