Trupanion 401(K) Plan — Form 5500 plan (Trupanion Managers Usa, 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, Trupanion 401(K) Plan is a benefit plan reported by Trupanion Managers Usa, Inc. under EIN 38-3756263 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,170 participants and $24,880,828 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Trupanion Managers Usa, Inc.
EIN
38-3756263
Plan number
001
Plan type
2
Location
Seattle, WA
Latest filing year
2023
Participants
1,170
End-of-year plan assets
$24,880,828

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,170H, C20241007091905NAL0008743011003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,880,828
Total liabilities (EOY)
$101
Net assets (EOY)
$24,880,727
Net assets (BOY)
$18,861,011

Income & contributions

Participant contributions
$4,507,802
Total contributions
$5,039,140
Total income / additions
$9,122,093

Expenses & distributions

Benefits paid
$3,080,596
Administrative expenses
$21,781
Total expenses
$3,102,377
Net increase / (decrease)
$6,019,716

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Usi Consulting Group, Inc.NONE$14,896$02023
Charles Schwab Trust BankNONE$6,888$02023

Related Form 5500 pages