Plan5500

Trustbridge 401(K) Plan — Form 5500 plan (Trustbridge, Inc.)

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, Trustbridge 401(K) Plan is a benefit plan reported by Trustbridge, Inc. under EIN 20-3974015 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,517 participants and $66,049,413 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Trustbridge, Inc.
EIN
20-3974015
Plan number
001
Plan type
2
Location
West Palm Beach, FL
Latest filing year
2023
Participants
1,517
End-of-year plan assets
$66,049,413

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,517H, C20240930122731NAL0005531249001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$66,049,413
Total liabilities (EOY)
$0
Net assets (EOY)
$66,049,413
Net assets (BOY)
$59,994,481

Income & contributions

Employer contributions
$2,020,951
Participant contributions
$5,343,503
Total contributions
$7,881,742
Total income / additions
$15,383,415

Expenses & distributions

Benefits paid
$9,156,283
Administrative expenses
$157,254
Total expenses
$9,328,483
Net increase / (decrease)
$6,054,932

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$117,285$02023
Marsh & Mclennan Agency LLCCONSULTANT$40,000not reported in the loaded dataset2023
Mma Securities LLCINVESTMENT ADVISORY$39,969not reported in the loaded dataset2023

Related Form 5500 pages