Tld Usa Profit Sharing And Savings Plan — Form 5500 plan (Tld America)
Plain-English plan 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, Tld Usa Profit Sharing And Savings Plan is a benefit plan reported by Tld America under EIN 13-2554618 and plan number 001. The latest loaded filing year is 2023. The filing reports 529 participants and $22,862,305 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tld America
- EIN
- 13-2554618
- Plan number
- 001
- Plan type
- 2
- Location
- Windsor, CT
- Latest filing year
- 2023
- Participants
- 529
- End-of-year plan assets
- $22,862,305
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 529 | H, C | 20241015161219NAL0030298705001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,862,305
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,862,305
- Net assets (BOY)
- $19,641,492
Income & contributions
- Employer contributions
- $525,100
- Participant contributions
- $1,553,744
- Total contributions
- $2,664,895
- Total income / additions
- $5,836,501
Expenses & distributions
- Benefits paid
- $2,603,066
- Administrative expenses
- $0
- Total expenses
- $2,615,688
- Net increase / (decrease)
- $3,220,813
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kestra Investment Services LLC | BROKER/ADVISOR | $0 | $46,011 | 2023 |
| T R Paul Inc. | CONTRACT ADMIN | $6,600 | $10,109 | 2023 |
| Massachusetts Mutual Life Ins. | RECORD KEEPER | $2,400 | $0 | 2023 |