2023 Form 5500 filing — Trustage Pension Plan For Non-Represented Employees
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 20240930200707NAL0002857683001) for Trustage Pension Plan For Non-Represented Employees, reported by Trustage Financial Group, Inc. under EIN 45-4418520 and plan number 009. It reports 5,825 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930200707NAL0002857683001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Trustage Financial Group, Inc.
- EIN
- 45-4418520
- Plan number
- 009
- Location
- Madison, WI
- Participants
- 5,825
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $605,438,341
- Total liabilities (EOY)
- $2,853,826
- Net assets (EOY)
- $602,584,515
- Employer contributions
- $0
- Total income / additions
- $47,043,412
- Benefits paid
- $33,108,616
- Administrative expenses
- $210,023
- Total expenses
- $33,318,639
- Net increase / (decrease)
- $13,724,773
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman Usa | NONE | $349,979 | not reported in the loaded dataset |
| Grant Thornton, Llp | NONE | $41,000 | not reported in the loaded dataset |
| State Street Bank & Trust | NONE | $0 | not reported in the loaded dataset |