Trustmark Services Company Investment And Savings Plan — Form 5500 plan (Trustmark Services Company)

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, Trustmark Services Company Investment And Savings Plan is a benefit plan reported by Trustmark Services Company under EIN 27-0056662 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,273 participants and $274,066,448 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Trustmark Services Company
EIN
27-0056662
Plan number
001
Plan type
2
Location
Lake Forest, IL
Latest filing year
2023
Participants
1,273
End-of-year plan assets
$274,066,448

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,273H, C20240924163554NAL0013318497001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$274,066,448
Total liabilities (EOY)
$0
Net assets (EOY)
$274,066,448
Net assets (BOY)
$234,011,940

Income & contributions

Employer contributions
$5,057,183
Participant contributions
$8,724,714
Total contributions
$15,590,727
Total income / additions
$58,099,940

Expenses & distributions

Benefits paid
$18,447,941
Administrative expenses
$146,775
Total expenses
$18,594,716
Net increase / (decrease)
$39,505,224

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$137,219$02023
Strategic Advisors, Inc.ADVISOR$9,556not reported in the loaded dataset2023

Related Form 5500 pages