2023 Form 5500 filing — Trinidad Benham Corp. Qualified Employee Savings 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 20241002141705NAL0008403393001) for Trinidad Benham Corp. Qualified Employee Savings Plan, reported by Trinidad Benham Corp. under EIN 84-0338660 and plan number 004. It reports 1,204 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241002141705NAL0008403393001
Filing year
2023
Form type
2
Plan sponsor
Trinidad Benham Corp.
EIN
84-0338660
Plan number
004
Location
Denver, CO
Participants
1,204
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$35,885,957
Total liabilities (EOY)
$0
Net assets (EOY)
$35,885,957
Employer contributions
$926,650
Participant contributions
$2,932,789
Total income / additions
$9,508,793
Benefits paid
$4,935,458
Administrative expenses
$57,265
Total expenses
$5,106,469
Net increase / (decrease)
$4,402,324
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fidelity Investments InstitutionalRECORDKEEPER$42,165$0
Frost, PllcPLAN SPONSOR$15,100not reported in the loaded dataset

Related Form 5500 pages