2023 Form 5500 filing — Trustage 401(K) Plan For Represented Employees
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 20240930200451NAL0002857475001) for Trustage 401(K) Plan For Represented Employees, reported by Cmfg Life Insurance Company under EIN 39-0230590 and plan number 004. It reports 1,133 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930200451NAL0002857475001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cmfg Life Insurance Company
- EIN
- 39-0230590
- Plan number
- 004
- Location
- Madison, WI
- Participants
- 1,133
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $217,622,763
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $217,622,763
- Employer contributions
- $2,161,297
- Participant contributions
- $4,787,708
- Total income / additions
- $35,649,124
- Benefits paid
- $18,378,145
- Administrative expenses
- $0
- Total expenses
- $18,378,145
- Net increase / (decrease)
- $17,270,979
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer Consulting | NONE | $0 | not reported in the loaded dataset |
| Grant Thornton, Llp | NONE | $0 | not reported in the loaded dataset |