2023 Form 5500 filing — Trinet 401k 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 20250501160228NAL0007278162001) for Trinet 401k Plan, reported by Trinet Hr Iii, Inc. under EIN 48-1304650 and plan number 334. It reports 270,372 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250501160228NAL0007278162001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Trinet Hr Iii, Inc.
- EIN
- 48-1304650
- Plan number
- 334
- Location
- Bradenton, FL
- Participants
- 270,372
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,029,692,551
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,029,692,551
- Employer contributions
- $365,638,601
- Participant contributions
- $1,115,479,131
- Total income / additions
- $2,751,316,096
- Benefits paid
- $737,280,542
- Administrative expenses
- $10,310,715
- Total expenses
- $757,839,230
- Net increase / (decrease)
- $1,993,476,866
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins. Company | RECORDKEEPER | $8,765,275 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MANAGER | $1,397,885 | $0 |
| Transamerica | RECORDKEEPER | $84,400 | not reported in the loaded dataset |
| Fiducient Advisors | ADVISOR | $57,804 | not reported in the loaded dataset |
| Cbiz Cpas P.C. | AUDIT | $46,725 | not reported in the loaded dataset |
| Qdro Consultants Company LLC | OTHER | $5,800 | not reported in the loaded dataset |