Tandem Health 401(K) Plan — Form 5500 plan (Tandem Health Sc)
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, Tandem Health 401(K) Plan is a benefit plan reported by Tandem Health Sc under EIN 57-1095992 and plan number 001. The latest loaded filing year is 2023. The filing reports 271 participants and $6,911,312 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tandem Health Sc
- EIN
- 57-1095992
- Plan number
- 001
- Plan type
- 2
- Location
- Sumter, SC
- Latest filing year
- 2023
- Participants
- 271
- End-of-year plan assets
- $6,911,312
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 271 | H, C | 20241120065809NAL0002294339001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,911,312
- Total liabilities (EOY)
- $24,001
- Net assets (EOY)
- $6,887,311
- Net assets (BOY)
- $5,278,099
Income & contributions
- Employer contributions
- $214,642
- Participant contributions
- $448,262
- Total contributions
- $1,186,392
- Total income / additions
- $2,085,033
Expenses & distributions
- Benefits paid
- $434,946
- Administrative expenses
- $40,875
- Total expenses
- $475,821
- Net increase / (decrease)
- $1,609,212
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $36,446 | $0 | 2023 |
| 3g Retirement Services LLC | TPA | $4,429 | not reported in the loaded dataset | 2023 |