Plan5500

Retirement Plan Of Trustco Bank — Form 5500 plan (Trustco Bank)

Plain-English plan 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, Retirement Plan Of Trustco Bank is a benefit plan reported by Trustco Bank under EIN 14-0578631 and plan number 001. The latest loaded filing year is 2023. The filing reports 539 participants and $59,641,199 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Trustco Bank
EIN
14-0578631
Plan number
001
Plan type
2
Location
Glenville, NY
Latest filing year
2023
Participants
539
End-of-year plan assets
$59,641,199

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023539H, C20241010154739NAL0011686275001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$59,641,199
Total liabilities (EOY)
$0
Net assets (EOY)
$59,641,199
Net assets (BOY)
$52,673,100

Income & contributions

Total contributions
$0
Total income / additions
$8,746,783

Expenses & distributions

Benefits paid
$1,740,804
Administrative expenses
$37,880
Total expenses
$1,778,684
Net increase / (decrease)
$6,968,099

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Milliman Inc.NONE$37,880not reported in the loaded dataset2023

Related Form 5500 pages