2023 Form 5500 filing — Trustmark 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240729133353NAL0019379105001) for Trustmark 401(K) Plan, reported by Trustmark Corporation under EIN 64-0471500 and plan number 002. It reports 3,337 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729133353NAL0019379105001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Trustmark Corporation
- EIN
- 64-0471500
- Plan number
- 002
- Location
- Jackson, MS
- Participants
- 3,337
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $384,986,298
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $384,986,298
- Employer contributions
- $10,814,601
- Participant contributions
- $14,850,292
- Total income / additions
- $79,172,829
- Benefits paid
- $38,870,931
- Administrative expenses
- $130,456
- Total expenses
- $39,089,806
- Net increase / (decrease)
- $40,083,023
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $200,619 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $9,376 | not reported in the loaded dataset |
| Charles Schwab | BROKERAGE SERVICES | $90 | $0 |
| Td Ameritrade | BROKERAGE SERVICES | $75 | $0 |