2023 Form 5500 filing — Trustmark Health Benefits, Inc. Retirement Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240311154808NAL0033287281001) for Trustmark Health Benefits, Inc. Retirement Savings Plan, reported by Trustmark Health Benefits, Inc. under EIN 35-1846036 and plan number 001. It reports 1,251 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$0Reported net assets
Participants1.3K1,251
Provider compensation$29.7K2 Schedule C row(s)$29,686
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240311154808NAL0033287281001
- Plan sponsor
- Trustmark Health Benefits, Inc.
- EIN
- 35-1846036
- Plan number
- 001
- Location
- Lake Forest, IL
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Full reported line items
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $1,605,918
- Participant contributions
- $4,370,342
- Total income / additions
- $12,750,774
- Benefits paid
- $16,480,174
- Administrative expenses
- $31,447
- Total expenses
- $16,512,615
- Net increase / (decrease)
- -$3,761,841
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Plante & Moran, Pllc | ACCOUNTANT | $18,790 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $10,896 | $0 |