Trinet 401k Plan — Form 5500 plan (Trinet Hr Iii, 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, Trinet 401k Plan is a benefit plan reported by Trinet Hr Iii, Inc. under EIN 48-1304650 and plan number 334. The latest loaded filing year is 2023. The filing reports 270,372 participants and $7,029,692,551 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trinet Hr Iii, Inc.
- EIN
- 48-1304650
- Plan number
- 334
- Plan type
- 3
- Location
- Bradenton, FL
- Latest filing year
- 2023
- Participants
- 270,372
- End-of-year plan assets
- $7,029,692,551
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 270,372 | H, C | 20250501160228NAL0007278162001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,029,692,551
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,029,692,551
- Net assets (BOY)
- $5,229,633,982
Income & contributions
- Employer contributions
- $365,638,601
- Participant contributions
- $1,115,479,131
- Total contributions
- $1,826,665,636
- Total income / additions
- $2,751,316,096
Expenses & distributions
- Benefits paid
- $737,280,542
- Administrative expenses
- $10,310,715
- Total expenses
- $757,839,230
- Net increase / (decrease)
- $1,993,476,866
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins. Company | RECORDKEEPER | $8,765,275 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGER | $1,397,885 | $0 | 2023 |
| Transamerica | RECORDKEEPER | $84,400 | not reported in the loaded dataset | 2023 |
| Fiducient Advisors | ADVISOR | $57,804 | not reported in the loaded dataset | 2023 |
| Cbiz Cpas P.C. | AUDIT | $46,725 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company LLC | OTHER | $5,800 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trinet Hr Iii, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Bradenton, FL
- Empower Annuity Ins. Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Transamerica — Schedule C compensation
- Fiducient Advisors — Schedule C compensation
- Cbiz Cpas P.C. — Schedule C compensation
- Qdro Consultants Company LLC — Schedule C compensation