Plan5500

Trivium Life Services 401(K) Plan — Form 5500 plan (Trivium Life Services)

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, Trivium Life Services 401(K) Plan is a benefit plan reported by Trivium Life Services under EIN 42-1041046 and plan number 001. The latest loaded filing year is 2023. The filing reports 512 participants and $7,954,542 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Trivium Life Services
EIN
42-1041046
Plan number
001
Plan type
2
Location
Council Bluffs, IA
Latest filing year
2023
Participants
512
End-of-year plan assets
$7,954,542

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023512H, C20241014121938NAL0045921488001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,954,542
Total liabilities (EOY)
$0
Net assets (EOY)
$7,954,542
Net assets (BOY)
$6,372,049

Income & contributions

Employer contributions
$653,200
Participant contributions
$976,786
Total contributions
$1,637,640
Total income / additions
$2,762,202

Expenses & distributions

Benefits paid
$1,131,654
Administrative expenses
$39,378
Total expenses
$1,179,709
Net increase / (decrease)
$1,582,493

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Hub Investment AdvisorsINVESTMENT ADVISOR$23,823not reported in the loaded dataset2023
Futureplan By AscensusCONTRACT ADMIN$9,741$6,8062023
Empower Advisory Group, LLCINVESTMENT MGMT$2,836not reported in the loaded dataset2023
Empower Annuity Insurance CoRECORDKEEPER$0$02023

Related Form 5500 pages