Trugreen Profit Sharing And Retirement Plan — Form 5500 plan (Trugreen Limited Partnership)
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, Trugreen Profit Sharing And Retirement Plan is a benefit plan reported by Trugreen Limited Partnership under EIN 36-3734669 and plan number 001. The latest loaded filing year is 2023. The filing reports 16,633 participants and $427,574,128 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trugreen Limited Partnership
- EIN
- 36-3734669
- Plan number
- 001
- Plan type
- 2
- Location
- Memphis, TN
- Latest filing year
- 2023
- Participants
- 16,633
- End-of-year plan assets
- $427,574,128
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 16,633 | H, C | 20241011162337NAL0023216353001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $427,574,128
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $427,574,128
- Net assets (BOY)
- $371,495,784
Income & contributions
- Employer contributions
- $11,151,573
- Participant contributions
- $26,307,172
- Total contributions
- $38,618,880
- Total income / additions
- $103,835,089
Expenses & distributions
- Benefits paid
- $46,806,802
- Administrative expenses
- $896,604
- Total expenses
- $47,756,745
- Net increase / (decrease)
- $56,078,344
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $789,264 | $0 | 2023 |
| Morgan Stanley Global | INVESTMENT ADVISORY | $70,000 | not reported in the loaded dataset | 2023 |
| Reynolds Bone | ACCOUNTANT | $26,985 | not reported in the loaded dataset | 2023 |
| Hh Associates Us,Inc | ACCOUNTANT | $5,456 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trugreen Limited Partnership
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Memphis, TN
- Principal Life Insurance Company — Schedule C compensation
- Morgan Stanley Global — Schedule C compensation
- Reynolds Bone — Schedule C compensation
- Hh Associates Us,Inc — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation