Plan5500

Trinity Management, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Trinity Management, Inc. (EIN 26-0015608) is a plan sponsor located in Oneonta, AL with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
26-0015608
Location
Oneonta, AL
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Trinity Management, Inc.

  • 2 loaded plans hold $5.2M in reported assets.
  • The largest, Trinity Management, Inc. 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 827 reported participants.
  • 1 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$5.2MSummed across loaded plans$5,151,075
Total reported assets$5.2M$5,151,075
Total reported participants827
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$5.2M total assets
Net assets$5.2MLiabilities$0
Contributions & income
Employer contributions$245.8K
Participant contributions$411.9K
Total income / additions$1.4M
Expenses & distributions
Benefits paid / distributions$980.1K
Total expenses$1M
Net increase / (decrease)$368K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Trinity Management, Inc. 401(K) Plan
Participants per plan414Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Trinity Management, Inc. 401(K) Plan$5.2M
    Plan #001 · 434 participants · 2023
  2. 2
    Trinity Management, Inc. Group Health And Welfare Wrap Plannot reported in the loaded dataset
    Plan #502 · 393 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Trinity Management, Inc.. Open one for its full reported snapshot.

  1. 2023
    Trinity Management, Inc. Group Health And Welfare Wrap Plan393 participants · 2No schedules
    View filing →
  2. 2023
    Trinity Management, Inc. 401(K) Plan434 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Trinity Management, Inc. report on Form 5500?
Trinity Management, Inc. (EIN 26-0015608) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Trinity Management, Inc.?
The Employer Identification Number (EIN) reported for Trinity Management, Inc. is 26-0015608.
What is the latest Form 5500 filing year for Trinity Management, Inc.?
The latest loaded Form 5500 filing year for Trinity Management, Inc. is 2023.

Related Form 5500 pages