Trinity Health Corporation Erisa 403(B) Retirement Plan (Frozen) — 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 Corporation Erisa 403(B) Retirement Plan (Frozen) is a benefit plan reported by Trinity Health Corporation under EIN 35-1443425 and plan number 014. The latest loaded filing year is 2023. The filing reports 1,339 participants and $384,697,023 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
014
Plan type
2
Location
Livonia, MI
Latest filing year
2023
Participants
1,339
End-of-year plan assets
$384,697,023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,339H, C20241014104729NAL0027069873001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$384,697,023
Total liabilities (EOY)
$0
Net assets (EOY)
$384,697,023
Net assets (BOY)
$359,803,223

Income & contributions

Total contributions
$0
Total income / additions
$58,644,719

Expenses & distributions

Benefits paid
$33,698,373
Administrative expenses
$52,546
Total expenses
$33,750,919
Net increase / (decrease)
$24,893,800

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fid Inv Inst Ops CoRECORDKEEPER$41,836$02023

Related Form 5500 pages