Trinity Health Corporation Retiree Benefit Plan 506 (Grandfathered) — 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 Retiree Benefit Plan 506 (Grandfathered) is a benefit plan reported by Trinity Health Corporation under EIN 35-1443425 and plan number 506. The latest loaded filing year is 2023. The filing reports 2,734 participants and $188,407,261 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
506
Plan type
2
Location
Livonia, MI
Latest filing year
2023
Participants
2,734
End-of-year plan assets
$188,407,261

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,734H, C20250410095950NAL0042478050002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$188,407,261
Total liabilities (EOY)
$73,474
Net assets (EOY)
$188,333,787
Net assets (BOY)
$162,848,722

Income & contributions

Employer contributions
$1,541
Participant contributions
$477,686
Total contributions
$479,227
Total income / additions
$29,628,781

Expenses & distributions

Benefits paid
$4,028,902
Administrative expenses
$114,814
Total expenses
$4,143,716
Net increase / (decrease)
$25,485,065

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
PceTPA$45,000not reported in the loaded dataset2023
Plante MoranACCOUNTANT/AUDITOR$27,000not reported in the loaded dataset2023
Alight SolutionsTPA$22,798not reported in the loaded dataset2023
BcbsmTPA$10,589not reported in the loaded dataset2023

Related Form 5500 pages