Tidalhealth Pension Plan — Form 5500 plan (Tidalhealth, Inc.)
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, Tidalhealth Pension Plan is a benefit plan reported by Tidalhealth, Inc. under EIN 52-2132761 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,467 participants and $158,325,950 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tidalhealth, Inc.
- EIN
- 52-2132761
- Plan number
- 001
- Plan type
- 2
- Location
- Salisbury, MD
- Latest filing year
- 2023
- Participants
- 5,467
- End-of-year plan assets
- $158,325,950
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,467 | H, C | 20241014141842NAL0046330032001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $158,325,950
- Total liabilities (EOY)
- $137,422
- Net assets (EOY)
- $158,188,528
- Net assets (BOY)
- $148,632,749
Income & contributions
- Employer contributions
- $0
- Total contributions
- $0
- Total income / additions
- $19,328,189
Expenses & distributions
- Benefits paid
- $9,017,764
- Administrative expenses
- $754,646
- Total expenses
- $9,772,410
- Net increase / (decrease)
- $9,555,779
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | INVESTMENT ADVISORY | $155,180 | not reported in the loaded dataset | 2023 |
| Wasatch Advisors | INVESTMENT MGMT | $106,672 | $0 | 2023 |
| Harding Loevner | INVESTMENT MGMT | $92,249 | $0 | 2023 |
| Franklin Templeton Ppg, LLC | INVESTMENT MGMT | $67,083 | not reported in the loaded dataset | 2023 |
| Hamlin Capital Management LLC | INVESTMENT MGMT | $58,615 | not reported in the loaded dataset | 2023 |
| Congress Asset Mgmt Co. | INVESTMENT MGMT | $48,903 | $0 | 2023 |
| Pnc Bank | TRUSTEE | $47,841 | $0 | 2023 |
| Loomis, Sayles, & Company | INVESTMENT MGMT | $42,924 | not reported in the loaded dataset | 2023 |
| Polen Capital Management | INVESTMNET MGMT | $40,620 | not reported in the loaded dataset | 2023 |
| Atalanta Sosnoff Management | INVESTMENT ADVISORY | $37,717 | not reported in the loaded dataset | 2023 |
| Winslow Capital Management | INVESTMENT MGMT | $37,270 | not reported in the loaded dataset | 2023 |
| New Century Advisors | INVESTMENT MBMT | $34,566 | not reported in the loaded dataset | 2023 |
| Brown Advisory | INVESTMENT MGMT | $15,645 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tidalhealth, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Salisbury, MD
- Morgan Stanley Smith Barney — Schedule C compensation
- Wasatch Advisors — Schedule C compensation
- Harding Loevner — Schedule C compensation
- Franklin Templeton Ppg, LLC — Schedule C compensation
- Hamlin Capital Management LLC — Schedule C compensation
- Congress Asset Mgmt Co. — Schedule C compensation
- Pnc Bank — Schedule C compensation
- Loomis, Sayles, & Company — Schedule C compensation
- Polen Capital Management — Schedule C compensation
- Atalanta Sosnoff Management — Schedule C compensation
- Winslow Capital Management — Schedule C compensation
- New Century Advisors — Schedule C compensation
- Brown Advisory — Schedule C compensation