Plan5500

Trustage Pension Plan For Non-Represented Employees — Form 5500 plan (Trustage Financial Group, 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, Trustage Pension Plan For Non-Represented Employees is a benefit plan reported by Trustage Financial Group, Inc. under EIN 45-4418520 and plan number 009. The latest loaded filing year is 2023. The filing reports 5,825 participants and $605,438,341 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Trustage Financial Group, Inc.
EIN
45-4418520
Plan number
009
Plan type
2
Location
Madison, WI
Latest filing year
2023
Participants
5,825
End-of-year plan assets
$605,438,341

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235,825H, C20240930200707NAL0002857683001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$605,438,341
Total liabilities (EOY)
$2,853,826
Net assets (EOY)
$602,584,515
Net assets (BOY)
$588,281,543

Income & contributions

Employer contributions
$0
Total contributions
$0
Total income / additions
$47,043,412

Expenses & distributions

Benefits paid
$33,108,616
Administrative expenses
$210,023
Total expenses
$33,318,639
Net increase / (decrease)
$13,724,773

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Milliman UsaNONE$349,979not reported in the loaded dataset2023
Grant Thornton, LlpNONE$41,000not reported in the loaded dataset2023
State Street Bank & TrustNONE$0not reported in the loaded dataset2023

Related Form 5500 pages