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Form 5500 · Retirement plan · HILLSBORO, OR

TUALITY HEALTHCARE

The filing calls this plan TUALITY HEALTHCARE PERFORMANCE RETIREMENT PLAN - 403(B).

TUALITY HEALTHCARE of HILLSBORO, OR files a Form 5500 for its retirement plan. Schedule A discloses 2 annuity or guaranteed-interest contracts held by the plan, written by NYL and 1 other insurer. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Insurance company
NYL
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 93-0430029 · plan 002 · plan year 2024, filed Oct 10, 2025

Participants at the start of the year
1,976
Contracts on file
2
Contract value
$8,976,137
Plan year end
December

Plan brief

Schedule A lists 2 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles. The largest number are with NYL.

The contracts held $8,976,137 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
NYLAnnuity / GIC1,904December$8,970,590$0
TRANSAMERICA LIFE INSURANCE COMPANYAnnuity / GIC2December$5,547$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
TUALITY HEALTHCARE
EIN 93-0430029
TRANSAMERICA RETIREMENT SOLUTIONS
Claims processing · Recordkeeping and information management · EIN 13-3689044
$308,608
paid directly by the plan
NATIONAL FINANCIAL SERVICES
SECURITIES BROKER · EIN 04-3523567
$0
paid directly by the plan
FORDAM LLP
Accounting and audit · EIN 93-1298398
$42,053
paid directly by the plan
COLDSTREAM WEALTH MANAGEMENT
INVESTMENT ADVISOR · EIN 93-1052371
$7,319
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

Reported to OSHA

Reported to OSHA for 2025: 1,378 employees, 61 recordable cases, 1,162 days away from work.

EmployeesThe company's own average for the year
1,378
Hours worked
1,969,173
Recordable cases
61
Days away from work
1,162
Establishments filed under this EIN
2

Source: OSHA Injury Tracking Application establishment data, 2025.

What the plan holds

Plan assets at year end
$120,429,421
Paid out in benefits
$11,483,951
Participants at the start of the year
1,976
Participants with account balances
1,904

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

RecordkeeperEIN 13-3689044
TRANSAMERICA RETIREMENT SOLUTIONS
Independent accountantEIN 93-1298398
FORDHAM GOODFELLOW, LLP
Accountant's opinion (Schedule H, line 3a)
Disclaimer of opinion
Audit fee
$42,053

The recordkeeper and the accountant are named on Schedule C of this filing. The opinion and the fee are from Schedule H.

Other plans filed by this employer

Health And Welfare PlanInsured benefit plan · 7 Schedule A contractsRenews ~Jan 1Retirement PlanForm 5500 filing · no insured Schedule A contractsSeverance Pay ProgramForm 5500 filing · no insured Schedule A contractsCash Balance Pension PlanForm 5500 filing · no insured Schedule A contracts

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