2023 Form 5500 filing — Trupanion 401(K) 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 20241007091905NAL0008743011003) for Trupanion 401(K) Plan, reported by Trupanion Managers Usa, Inc. under EIN 38-3756263 and plan number 001. It reports 1,170 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007091905NAL0008743011003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Trupanion Managers Usa, Inc.
- EIN
- 38-3756263
- Plan number
- 001
- Location
- Seattle, WA
- Participants
- 1,170
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,880,828
- Total liabilities (EOY)
- $101
- Net assets (EOY)
- $24,880,727
- Participant contributions
- $4,507,802
- Total income / additions
- $9,122,093
- Benefits paid
- $3,080,596
- Administrative expenses
- $21,781
- Total expenses
- $3,102,377
- Net increase / (decrease)
- $6,019,716
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Usi Consulting Group, Inc. | NONE | $14,896 | $0 |
| Charles Schwab Trust Bank | NONE | $6,888 | $0 |