2023 Form 5500 filing — People'S Trust Insurance Co 401(K) Profit Sharing Plan & Trust
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 20241007124945NAL0016072833001) for People'S Trust Insurance Co 401(K) Profit Sharing Plan & Trust, reported by People'S Trust Insurance Co. under EIN 26-1716465 and plan number 001. It reports 596 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007124945NAL0016072833001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- People'S Trust Insurance Co.
- EIN
- 26-1716465
- Plan number
- 001
- Location
- Deerfield Beach, FL
- Participants
- 596
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,582,510
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,582,510
- Employer contributions
- $442,592
- Participant contributions
- $1,758,038
- Total income / additions
- $5,312,836
- Benefits paid
- $2,653,532
- Administrative expenses
- $63,170
- Total expenses
- $2,720,233
- Net increase / (decrease)
- $2,592,603
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $63,170 | $0 |