2023 Form 5500 filing — Trinet 401(K) Colleague 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 20250127192328NAL0020707312001) for Trinet 401(K) Colleague Plan, reported by Trinet Usa, Inc. under EIN 32-0480267 and plan number 006. It reports 4,729 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250127192328NAL0020707312001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Trinet Usa, Inc.
- EIN
- 32-0480267
- Plan number
- 006
- Location
- Bradenton, FL
- Participants
- 4,729
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $375,129,766
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $375,129,766
- Employer contributions
- $16,145,815
- Participant contributions
- $30,008,825
- Total income / additions
- $110,437,154
- Benefits paid
- $31,021,237
- Administrative expenses
- $266,512
- Total expenses
- $31,287,749
- Net increase / (decrease)
- $79,149,405
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price Rps Inc | RECORDKEEPER | $252,798 | $0 |
| Transamerica Retirement Solutions | RECORDKEEPER | $13,368 | $0 |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $150 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |
| Mid Atlantic Capital Corporation | SECURITIES BROKER | $0 | $0 |