Truist Financial Corporation — 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, Truist Financial Corporation (EIN 56-0939887) is a plan sponsor located in Charlotte, NC with 9 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
- 56-0939887
- Location
- Charlotte, NC
- Loaded plans
- 9
- Total reported participants
- 312,576
- Total reported plan assets (EOY)
- $24,703,089,691
- Plans with financial data
- 2
- Plans with provider compensation
- 3
- Latest filing year
- 2023
Totals aggregate this sponsor's loaded Form 5500 filings only and reflect figures as reported; they are not an audited company total.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Truist Financial Corporation Pension Plan | 001 | 114,335 | $14,582,387,965 | 2023 |
| Truist Financial Corporation 401(K) Savings Plan | 003 | 77,313 | $10,120,701,726 | 2023 |
| Group Business Travel Accident Insurance Plan For Employees And Directors Of Truist Financial Corporation | 506 | 54,376 | not reported in the loaded dataset | 2023 |
| Truist Financial Corporation Employee Benefit Plan | 508 | 54,376 | not reported in the loaded dataset | 2023 |
| Truist Financial Corporation Retiree Life Plan | 517 | 8,247 | not reported in the loaded dataset | 2023 |
| Truist Financial Corporation Subsidiary Health Reimbursement Arrangement (Hra) Plan | 514 | 1,901 | not reported in the loaded dataset | 2023 |
| Truist Financial Corporation Retiree Health Care Plan | 516 | 1,040 | not reported in the loaded dataset | 2023 |
| Truist Financial Corporation Retiree Health Reimbursement Arrangement (Hra) Plan | 515 | 988 | not reported in the loaded dataset | 2023 |
| General Severance Plan For Employees Of Truist Financial Corporation And Affiliates | 511 | 0 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Truist Financial Corporation 401(K) Savings Plan | 77,313 | H, C | 20240701082120NAL0005140032001 |
| 2023 | Group Business Travel Accident Insurance Plan For Employees And Directors Of Truist Financial Corporation | 54,376 | — | 20240730191511NAL0020810481001 |
| 2023 | Truist Financial Corporation Employee Benefit Plan | 54,376 | — | 20240730192115NAL0032902160001 |
| 2023 | General Severance Plan For Employees Of Truist Financial Corporation And Affiliates | 0 | — | 20240730192443NAL0035436288001 |
| 2023 | Truist Financial Corporation Subsidiary Health Reimbursement Arrangement (Hra) Plan | 1,901 | — | 20240730192624NAL0021532097001 |
| 2023 | Truist Financial Corporation Retiree Health Reimbursement Arrangement (Hra) Plan | 988 | — | 20240730192923NAL0035446176001 |
| 2023 | Truist Financial Corporation Retiree Health Care Plan | 1,040 | C | 20240731123338NAL0012675539001 |
| 2023 | Truist Financial Corporation Retiree Life Plan | 8,247 | — | 20240731123521NAL0014303043001 |