Trustmark 401(K) Plan — Form 5500 plan (Trustmark 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, Trustmark 401(K) Plan is a benefit plan reported by Trustmark Corporation under EIN 64-0471500 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,337 participants and $384,986,298 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustmark Corporation
- EIN
- 64-0471500
- Plan number
- 002
- Plan type
- 2
- Location
- Jackson, MS
- Latest filing year
- 2023
- Participants
- 3,337
- End-of-year plan assets
- $384,986,298
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,337 | H, C | 20240729133353NAL0019379105001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $384,986,298
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $384,986,298
- Net assets (BOY)
- $344,903,275
Income & contributions
- Employer contributions
- $10,814,601
- Participant contributions
- $14,850,292
- Total contributions
- $27,753,066
- Total income / additions
- $79,172,829
Expenses & distributions
- Benefits paid
- $38,870,931
- Administrative expenses
- $130,456
- Total expenses
- $39,089,806
- Net increase / (decrease)
- $40,083,023
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $200,619 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $9,376 | not reported in the loaded dataset | 2023 |
| Charles Schwab | BROKERAGE SERVICES | $90 | $0 | 2023 |
| Td Ameritrade | BROKERAGE SERVICES | $75 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustmark Corporation
- 2023 Form 5500 filing
- Form 5500 filings in MS
- 401(k) and benefit plan filings in Jackson, MS
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Charles Schwab — Schedule C compensation
- Td Ameritrade — Schedule C compensation