Trumark Financial Credit Union Retirement Savings Plan — Form 5500 plan (Trumark Financial Credit Union)
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, Trumark Financial Credit Union Retirement Savings Plan is a benefit plan reported by Trumark Financial Credit Union under EIN 23-1357086 and plan number 002. The latest loaded filing year is 2023. The filing reports 475 participants and $36,616,421 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trumark Financial Credit Union
- EIN
- 23-1357086
- Plan number
- 002
- Plan type
- 2
- Location
- Fort Washington, PA
- Latest filing year
- 2023
- Participants
- 475
- End-of-year plan assets
- $36,616,421
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 475 | H, C | 20240729134434NAL0012560051001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,616,421
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,616,421
- Net assets (BOY)
- $30,655,479
Income & contributions
- Employer contributions
- $1,405,491
- Participant contributions
- $2,174,246
- Total contributions
- $3,688,648
- Total income / additions
- $8,950,830
Expenses & distributions
- Benefits paid
- $2,904,621
- Administrative expenses
- $85,267
- Total expenses
- $2,989,888
- Net increase / (decrease)
- $5,960,942
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $85,267 | $0 | 2023 |
| Kestra Advisory Services, LLC | INVESTMENT ADVISORY | $0 | $35,000 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trumark Financial Credit Union
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Fort Washington, PA
- Principal Life Insurance Company — Schedule C compensation
- Kestra Advisory Services, LLC — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation