Trustage 401(K) Plan For Represented Employees — Form 5500 plan (Cmfg Life Insurance 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, Trustage 401(K) Plan For Represented Employees is a benefit plan reported by Cmfg Life Insurance Company under EIN 39-0230590 and plan number 004. The latest loaded filing year is 2023. The filing reports 1,133 participants and $217,622,763 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cmfg Life Insurance Company
EIN
39-0230590
Plan number
004
Plan type
2
Location
Madison, WI
Latest filing year
2023
Participants
1,133
End-of-year plan assets
$217,622,763

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,133H, C20240930200451NAL0002857475001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$217,622,763
Total liabilities (EOY)
$0
Net assets (EOY)
$217,622,763
Net assets (BOY)
$200,351,784

Income & contributions

Employer contributions
$2,161,297
Participant contributions
$4,787,708
Total contributions
$7,129,773
Total income / additions
$35,649,124

Expenses & distributions

Benefits paid
$18,378,145
Administrative expenses
$0
Total expenses
$18,378,145
Net increase / (decrease)
$17,270,979

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mercer ConsultingNONE$0not reported in the loaded dataset2023
Grant Thornton, LlpNONE$0not reported in the loaded dataset2023

Related Form 5500 pages