Tuality Healthcare Performance Retirement Plan - 403(B) — Form 5500 plan (Tuality Healthcare)

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, Tuality Healthcare Performance Retirement Plan - 403(B) is a benefit plan reported by Tuality Healthcare under EIN 93-0430029 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,898 participants and $105,131,759 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tuality Healthcare
EIN
93-0430029
Plan number
002
Plan type
2
Location
Hillsboro, OR
Latest filing year
2023
Participants
1,898
End-of-year plan assets
$105,131,759

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,898H, C20241014173130NAL0027988721002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$105,131,759
Net assets (EOY)
$105,131,759
Net assets (BOY)
$86,602,056

Income & contributions

Employer contributions
$4,291,595
Participant contributions
$8,844,758
Total contributions
$13,555,314
Total income / additions
$26,974,400

Expenses & distributions

Benefits paid
$8,142,126
Administrative expenses
$294,218
Total expenses
$8,444,697
Net increase / (decrease)
$18,529,703

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORD KEEPER$269,218$02023
Fordam LlpAUDITOR$25,000not reported in the loaded dataset2023
National Financial ServicesSECURITIES BROKER$0$02023

Related Form 5500 pages