Traditions Health, LLC 401(K) Plan — Form 5500 plan (Traditions Health, LLC)
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, Traditions Health, LLC 401(K) Plan is a benefit plan reported by Traditions Health, LLC under EIN 45-1744136 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,430 participants and $28,458,098 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Traditions Health, LLC
- EIN
- 45-1744136
- Plan number
- 002
- Plan type
- 2
- Location
- Franklin, TN
- Latest filing year
- 2023
- Participants
- 3,430
- End-of-year plan assets
- $28,458,098
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,430 | H, C | 20241014114809NAL0044372848001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,458,098
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,458,098
- Net assets (BOY)
- $22,456,953
Income & contributions
- Employer contributions
- $1,409,937
- Participant contributions
- $4,835,034
- Total contributions
- $7,041,223
- Total income / additions
- $10,951,292
Expenses & distributions
- Benefits paid
- $4,758,870
- Administrative expenses
- $191,277
- Total expenses
- $4,950,147
- Net increase / (decrease)
- $6,001,145
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insuarance Company | CONTRACT ADMINISTRATOR | $172,648 | $0 | 2023 |
| Northwestern Mutual Investment Serv | OTHER SERVICES | $0 | $67,490 | 2023 |
| Alliance Benefit Group Of Houston | CONTRACT ADMINISTRATOR | $18,658 | $11,248 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Traditions Health, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Franklin, TN
- Principal Life Insuarance Company — Schedule C compensation
- Northwestern Mutual Investment Serv — Schedule C compensation
- Alliance Benefit Group Of Houston — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation