Associations Of Texas Mep — Form 5500 plan (Trio Electric, Ltd.)

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, Associations Of Texas Mep is a benefit plan reported by Trio Electric, Ltd. under EIN 42-1585496 and plan number 002. The latest loaded filing year is 2023. The filing reports 428 participants and $4,715,518 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Trio Electric, Ltd.
EIN
42-1585496
Plan number
002
Plan type
2
Location
Houston, TX
Latest filing year
2023
Participants
428
End-of-year plan assets
$4,715,518

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023428H, C20241015171116NAL0058884162001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,715,518
Total liabilities (EOY)
$469
Net assets (EOY)
$4,715,049
Net assets (BOY)
$3,802,244

Income & contributions

Employer contributions
$34,933
Participant contributions
$504,477
Total contributions
$540,324
Total income / additions
$1,199,362

Expenses & distributions

Benefits paid
$256,842
Administrative expenses
$29,715
Total expenses
$286,557
Net increase / (decrease)
$912,805

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Financial Life Ins CoRECORDKEEPER$16,452$02023
3(16) Fiduciary Services CorpRECORDKEEPER$13,264$02023

Related Form 5500 pages