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, Tri-State 401k Plan And Trust is a benefit plan reported by Tri-State Generation And Transmission Association Inc. under EIN 84-0464189 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,437 participants and $257,992,680 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $257,992,680
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $257,992,680
- Net assets (BOY)
- $234,933,961
Income & contributions
- Employer contributions
- $4,914,940
- Participant contributions
- $14,222,536
- Total contributions
- $21,265,037
- Total income / additions
- $59,534,086
Expenses & distributions
- Benefits paid
- $36,327,526
- Administrative expenses
- $106,621
- Total expenses
- $36,475,367
- Net increase / (decrease)
- $23,058,719