Teamhealth 401(K) Plan — Form 5500 plan (Ameriteam Services, 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, Teamhealth 401(K) Plan is a benefit plan reported by Ameriteam Services, LLC under EIN 47-2129748 and plan number 002. The latest loaded filing year is 2023. The filing reports 23,195 participants and $1,550,879,061 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ameriteam Services, LLC
- EIN
- 47-2129748
- Plan number
- 002
- Plan type
- 2
- Location
- Knoxville, TN
- Latest filing year
- 2023
- Participants
- 23,195
- End-of-year plan assets
- $1,550,879,061
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 23,195 | H, C | 20240730155556NAL0012015843002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,550,879,061
- Net assets (EOY)
- $1,550,879,061
- Net assets (BOY)
- $1,271,080,254
Income & contributions
- Employer contributions
- $17,841,478
- Participant contributions
- $134,950,991
- Total contributions
- $173,691,851
- Total income / additions
- $401,621,189
Expenses & distributions
- Benefits paid
- $119,756,513
- Administrative expenses
- $2,564,525
- Total expenses
- $122,539,404
- Net increase / (decrease)
- $279,081,785
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $1,330,844 | not reported in the loaded dataset | 2023 |
| Morningstar Inc | NONE | $464,344 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners LLC | NONE | $138,977 | not reported in the loaded dataset | 2023 |
| Truist Bank | NONE | $60,527 | not reported in the loaded dataset | 2023 |
| Nextgen Wealth Counselors Limi | NONE | $42,285 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $28,604 | $15 | 2023 |
| Marcum Wealth LLC | NONE | $27,085 | not reported in the loaded dataset | 2023 |
| Fisher Investments | NONE | $18,585 | not reported in the loaded dataset | 2023 |
| Larson Financial Group LLC | NONE | $17,755 | not reported in the loaded dataset | 2023 |
| Brinker Capital Investments Ll | NONE | $15,771 | not reported in the loaded dataset | 2023 |
| Valley Wealth Managers Inc | NONE | $14,307 | not reported in the loaded dataset | 2023 |
| Wisniewski Wealth Management | NONE | $11,894 | not reported in the loaded dataset | 2023 |
| C G Hughes Company LLC | NONE | $10,496 | not reported in the loaded dataset | 2023 |
| Mariner LLC | NONE | $10,201 | not reported in the loaded dataset | 2023 |
| Hightower Advisors LLC | NONE | $9,362 | not reported in the loaded dataset | 2023 |
| 25 LLC | NONE | $8,311 | not reported in the loaded dataset | 2023 |
| Modera Wealth Management LLC | NONE | $7,857 | not reported in the loaded dataset | 2023 |
| Heritage Investment Group | NONE | $7,421 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Service | NONE | $6,315 | not reported in the loaded dataset | 2023 |
| Integrated Advisors Network Ll | NONE | $6,303 | not reported in the loaded dataset | 2023 |
| Colton Groome Financial Adviso | NONE | $6,253 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ameriteam Services, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Knoxville, TN
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Morningstar Inc — Schedule C compensation
- Capfinancial Partners LLC — Schedule C compensation
- Truist Bank — Schedule C compensation
- Nextgen Wealth Counselors Limi — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- Marcum Wealth LLC — Schedule C compensation
- Fisher Investments — Schedule C compensation
- Larson Financial Group LLC — Schedule C compensation
- Brinker Capital Investments Ll — Schedule C compensation
- Valley Wealth Managers Inc — Schedule C compensation
- Wisniewski Wealth Management — Schedule C compensation
- C G Hughes Company LLC — Schedule C compensation
- Mariner LLC — Schedule C compensation
- Hightower Advisors LLC — Schedule C compensation
- 25 LLC — Schedule C compensation
- Modera Wealth Management LLC — Schedule C compensation
- Heritage Investment Group — Schedule C compensation
- Morningstar Investment Service — Schedule C compensation
- Integrated Advisors Network Ll — Schedule C compensation
- Colton Groome Financial Adviso — Schedule C compensation