2023 Form 5500 filing — Tri-National 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 20241014113225NAL0027158673001) for Tri-National 401(K) Plan, reported by Tri-National, Inc. under EIN 20-1222154 and plan number 001. It reports 1,513 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014113225NAL0027158673001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tri-National, Inc.
- EIN
- 20-1222154
- Plan number
- 001
- Location
- St. Charles, MO
- Participants
- 1,513
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,715,190
- Net assets (EOY)
- $9,715,190
- Employer contributions
- $556,808
- Participant contributions
- $1,456,917
- Total income / additions
- $3,571,194
- Benefits paid
- $1,374,261
- Administrative expenses
- $44,354
- Total expenses
- $1,425,903
- Net increase / (decrease)
- $2,145,291
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Master Benefit Group, Inc. | THIRD PARTY ADMIN | $16,815 | $0 |
| Capital Research And Management Co | RECORDKEEPER | $5,100 | $0 |
| Morgan Stanley Wealth Management | INVEST ADV | $0 | $0 |