Plan5500

Tanner Memorial Clinic Employee 401(K)Profit Sharing Plan — Form 5500 plan (Tanner Memorial Clinic)

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, Tanner Memorial Clinic Employee 401(K)Profit Sharing Plan is a benefit plan reported by Tanner Memorial Clinic under EIN 87-0218917 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,231 participants and $135,481,883 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tanner Memorial Clinic
EIN
87-0218917
Plan number
001
Plan type
2
Location
Layton, UT
Latest filing year
2023
Participants
1,231
End-of-year plan assets
$135,481,883

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,231H, C20241007084509NAL0025779360001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$135,481,883
Net assets (EOY)
$135,481,883
Net assets (BOY)
$116,264,605

Income & contributions

Employer contributions
$6,877,589
Participant contributions
$3,759,545
Total contributions
$11,463,549
Total income / additions
$27,986,531

Expenses & distributions

Benefits paid
$8,696,434
Administrative expenses
$72,819
Total expenses
$8,769,253
Net increase / (decrease)
$19,217,278

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch, Pierce, Fenner And SRECORDKEEPER$28,309$02023
KhsaACCOUNTANT$16,000not reported in the loaded dataset2023

Related Form 5500 pages