Trustco Bank Employee Benefits Trust — Form 5500 plan (Trustco Bank)
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, Trustco Bank Employee Benefits Trust is a benefit plan reported by Trustco Bank under EIN 14-0578631 and plan number 501. The latest loaded filing year is 2023. The filing reports 843 participants and $35,352,134 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustco Bank
- EIN
- 14-0578631
- Plan number
- 501
- Plan type
- 2
- Location
- Glenville, NY
- Latest filing year
- 2023
- Participants
- 843
- End-of-year plan assets
- $35,352,134
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 843 | H, C | 20241017170723NAL0055694256001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,352,134
- Total liabilities (EOY)
- $397,021
- Net assets (EOY)
- $34,955,113
- Net assets (BOY)
- $30,379,757
Income & contributions
- Participant contributions
- $134,830
- Total contributions
- $134,830
- Total income / additions
- $5,148,755
Expenses & distributions
- Benefits paid
- $150,310
- Administrative expenses
- $423,089
- Total expenses
- $573,399
- Net increase / (decrease)
- $4,575,356
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Guardian Life Insurance Co. | NONE | $23,940 | not reported in the loaded dataset | 2023 |