Trean Corporation 401(K) Plan — Form 5500 plan (Trean Corporation)
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, Trean Corporation 401(K) Plan is a benefit plan reported by Trean Corporation under EIN 41-1966220 and plan number 001. The latest loaded filing year is 2023. The filing reports 423 participants and $29,329,613 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trean Corporation
- EIN
- 41-1966220
- Plan number
- 001
- Plan type
- 2
- Location
- Wayzata, MN
- Latest filing year
- 2023
- Participants
- 423
- End-of-year plan assets
- $29,329,613
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 423 | H, C | 20241014103809NAL0025940161001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,329,613
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,329,613
- Net assets (BOY)
- $23,521,082
Income & contributions
- Employer contributions
- $1,905,537
- Participant contributions
- $1,847,685
- Total contributions
- $4,248,393
- Total income / additions
- $8,796,681
Expenses & distributions
- Benefits paid
- $2,930,712
- Administrative expenses
- $57,438
- Total expenses
- $2,988,150
- Net increase / (decrease)
- $5,808,531
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $16,552 | $0 | 2023 |
| Boulay Group | ACCOUNTANT | $10,900 | not reported in the loaded dataset | 2023 |