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, Trustage 401(K) Plan For Represented Employees is a benefit plan reported by Cmfg Life Insurance Company under EIN 39-0230590 and plan number 004. The latest loaded filing year is 2023. The filing reports 1,133 participants and $217,622,763 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $217,622,763
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $217,622,763
- Net assets (BOY)
- $200,351,784
Income & contributions
- Employer contributions
- $2,161,297
- Participant contributions
- $4,787,708
- Total contributions
- $7,129,773
- Total income / additions
- $35,649,124
Expenses & distributions
- Benefits paid
- $18,378,145
- Administrative expenses
- $0
- Total expenses
- $18,378,145
- Net increase / (decrease)
- $17,270,979