Tandigm Health, LLC 401(K) Plan — Form 5500 plan (Tandigm 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, Tandigm Health, LLC 401(K) Plan is a benefit plan reported by Tandigm Health, LLC under EIN 46-5339475 and plan number 001. The latest loaded filing year is 2023. The filing reports 283 participants and $33,919,620 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tandigm Health, LLC
EIN
46-5339475
Plan number
001
Plan type
2
Location
West Conshohocken, PA
Latest filing year
2023
Participants
283
End-of-year plan assets
$33,919,620

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023283H, C20241015100744NAL0048769760001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$33,919,620
Total liabilities (EOY)
$0
Net assets (EOY)
$33,919,620
Net assets (BOY)
$24,992,814

Income & contributions

Employer contributions
$2,559,870
Participant contributions
$3,079,274
Total contributions
$6,139,911
Total income / additions
$10,763,196

Expenses & distributions

Benefits paid
$1,736,653
Administrative expenses
$99,737
Total expenses
$1,836,390
Net increase / (decrease)
$8,926,806

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$99,791$02023
Kestra Investment Services LLCOTHER SERVICES$0$43,3872023
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$02023
Wilshire Advisors LLCINVESTMENT ADVISORY$0$02023

Related Form 5500 pages