2023 Form 5500 filing — Trustmark Services Company Investment And 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 20240924163554NAL0013318497001) for Trustmark Services Company Investment And Savings Plan, reported by Trustmark Services Company under EIN 27-0056662 and plan number 001. It reports 1,273 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924163554NAL0013318497001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Trustmark Services Company
- EIN
- 27-0056662
- Plan number
- 001
- Location
- Lake Forest, IL
- Participants
- 1,273
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $274,066,448
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $274,066,448
- Employer contributions
- $5,057,183
- Participant contributions
- $8,724,714
- Total income / additions
- $58,099,940
- Benefits paid
- $18,447,941
- Administrative expenses
- $146,775
- Total expenses
- $18,594,716
- Net increase / (decrease)
- $39,505,224
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $137,219 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $9,556 | not reported in the loaded dataset |