2023 Form 5500 filing — Trivium Life Services 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 20241014121938NAL0045921488001) for Trivium Life Services 401(K) Plan, reported by Trivium Life Services under EIN 42-1041046 and plan number 001. It reports 512 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014121938NAL0045921488001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Trivium Life Services
- EIN
- 42-1041046
- Plan number
- 001
- Location
- Council Bluffs, IA
- Participants
- 512
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,954,542
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,954,542
- Employer contributions
- $653,200
- Participant contributions
- $976,786
- Total income / additions
- $2,762,202
- Benefits paid
- $1,131,654
- Administrative expenses
- $39,378
- Total expenses
- $1,179,709
- Net increase / (decrease)
- $1,582,493
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hub Investment Advisors | INVESTMENT ADVISOR | $23,823 | not reported in the loaded dataset |
| Futureplan By Ascensus | CONTRACT ADMIN | $9,741 | $6,806 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,836 | not reported in the loaded dataset |
| Empower Annuity Insurance Co | RECORDKEEPER | $0 | $0 |