Trustmark Health Benefits, Inc. Retirement Savings Plan — Form 5500 plan (Trustmark Health Benefits, Inc.)
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 Health Benefits, Inc. Retirement Savings Plan is a benefit plan reported by Trustmark Health Benefits, Inc. under EIN 35-1846036 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,251 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$0Plan net assets, end of year
Participants1.3KCovered participants reported1,251
Assets / participant$0Computed: assets ÷ participants$0 (computed)
Provider compensation$29.7K2 Schedule C provider row(s)$29,686
- Plan sponsor
- Trustmark Health Benefits, Inc.
- EIN
- 35-1846036
- Plan number
- 001
- Plan type
- 2
- Location
- Lake Forest, IL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,251 | H, C | 20240311154808NAL0033287281001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $101,294,459
Income & contributions
- Employer contributions
- $1,605,918
- Participant contributions
- $4,370,342
- Total contributions
- $6,313,771
- Total income / additions
- $12,750,774
Expenses & distributions
- Benefits paid
- $16,480,174
- Administrative expenses
- $31,447
- Total expenses
- $16,512,615
- Net increase / (decrease)
- -$3,761,841
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
27%73%
Employer 27%Participant 73%
Benefits paid ÷ total income129%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Plante & Moran, Pllc | ACCOUNTANT | $18,790 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $10,896 | $0 | 2023 |