2023 Form 5500 filing — Trugreen Profit Sharing And Retirement 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 20241011162337NAL0023216353001) for Trugreen Profit Sharing And Retirement Plan, reported by Trugreen Limited Partnership under EIN 36-3734669 and plan number 001. It reports 16,633 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011162337NAL0023216353001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Trugreen Limited Partnership
- EIN
- 36-3734669
- Plan number
- 001
- Location
- Memphis, TN
- Participants
- 16,633
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $427,574,128
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $427,574,128
- Employer contributions
- $11,151,573
- Participant contributions
- $26,307,172
- Total income / additions
- $103,835,089
- Benefits paid
- $46,806,802
- Administrative expenses
- $896,604
- Total expenses
- $47,756,745
- Net increase / (decrease)
- $56,078,344
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $789,264 | $0 |
| Morgan Stanley Global | INVESTMENT ADVISORY | $70,000 | not reported in the loaded dataset |
| Reynolds Bone | ACCOUNTANT | $26,985 | not reported in the loaded dataset |
| Hh Associates Us,Inc | ACCOUNTANT | $5,456 | not reported in the loaded dataset |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |