Trinet 401(K) Colleague Plan — Form 5500 plan (Trinet Usa, 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, Trinet 401(K) Colleague Plan is a benefit plan reported by Trinet Usa, Inc. under EIN 32-0480267 and plan number 006. The latest loaded filing year is 2023. The filing reports 4,729 participants and $375,129,766 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trinet Usa, Inc.
- EIN
- 32-0480267
- Plan number
- 006
- Plan type
- 2
- Location
- Bradenton, FL
- Latest filing year
- 2023
- Participants
- 4,729
- End-of-year plan assets
- $375,129,766
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,729 | H, C | 20250127192328NAL0020707312001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $375,129,766
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $375,129,766
- Net assets (BOY)
- $294,662,982
Income & contributions
- Employer contributions
- $16,145,815
- Participant contributions
- $30,008,825
- Total contributions
- $56,456,547
- Total income / additions
- $110,437,154
Expenses & distributions
- Benefits paid
- $31,021,237
- Administrative expenses
- $266,512
- Total expenses
- $31,287,749
- Net increase / (decrease)
- $79,149,405
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T Rowe Price Rps Inc | RECORDKEEPER | $252,798 | $0 | 2023 |
| Transamerica Retirement Solutions | RECORDKEEPER | $13,368 | $0 | 2023 |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $150 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
| Mid Atlantic Capital Corporation | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trinet Usa, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Bradenton, FL
- T Rowe Price Rps Inc — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- National Financial Services — Schedule C compensation
- Mid Atlantic Capital Corporation — Schedule C compensation