Trinity Health 401(K) Retirement Savings Plan — Form 5500 plan (Trinity Health Corporation)
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, Trinity Health 401(K) Retirement Savings Plan is a benefit plan reported by Trinity Health Corporation under EIN 35-1443425 and plan number 012. The latest loaded filing year is 2023. The filing reports 10,082 participants and $721,892,288 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trinity Health Corporation
- EIN
- 35-1443425
- Plan number
- 012
- Plan type
- 3
- Location
- Livonia, MI
- Latest filing year
- 2023
- Participants
- 10,082
- End-of-year plan assets
- $721,892,288
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10,082 | H, C | 20241014105632NAL0025982481001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $721,892,288
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $721,892,288
- Net assets (BOY)
- $654,678,605
Income & contributions
- Employer contributions
- $6,557,374
- Participant contributions
- $11,254,977
- Total contributions
- $20,908,182
- Total income / additions
- $137,383,031
Expenses & distributions
- Benefits paid
- $69,704,677
- Administrative expenses
- $464,346
- Total expenses
- $70,169,348
- Net increase / (decrease)
- $67,213,683
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fid Inv Inst Ops Co | RECORDKEEPER | $191,994 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $56,243 | not reported in the loaded dataset | 2023 |
| Plante & Moran, Pllc | AUDITOR | $26,000 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson Us LLC | CONSULTANT | $19,807 | not reported in the loaded dataset | 2023 |
| Baker & Hostelter | CONSULTANT | $6,837 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trinity Health Corporation
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Livonia, MI
- Fid Inv Inst Ops Co — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Plante & Moran, Pllc — Schedule C compensation
- Willis Towers Watson Us LLC — Schedule C compensation
- Baker & Hostelter — Schedule C compensation