Trustage 401(K) Plan For Non-Represented Employees — Form 5500 plan (Cmfg Life Insurance Company)

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 Non-Represented Employees is a benefit plan reported by Cmfg Life Insurance Company under EIN 39-0230590 and plan number 008. The latest loaded filing year is 2023. The filing reports 5,044 participants and $1,004,695,558 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cmfg Life Insurance Company
EIN
39-0230590
Plan number
008
Plan type
2
Location
Madison, WI
Latest filing year
2023
Participants
5,044
End-of-year plan assets
$1,004,695,558

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235,044H, C20240930200623NAL0012071730001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,004,695,558
Total liabilities (EOY)
$0
Net assets (EOY)
$1,004,695,558
Net assets (BOY)
$874,752,491

Income & contributions

Employer contributions
$19,788,835
Participant contributions
$41,033,421
Total contributions
$66,016,375
Total income / additions
$200,171,210

Expenses & distributions

Benefits paid
$70,228,143
Administrative expenses
$0
Total expenses
$70,228,143
Net increase / (decrease)
$129,943,067

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mercer ConsultingNONE$0not reported in the loaded dataset2023
Grant Thornton, LlpNONE$0not reported in the loaded dataset2023

Related Form 5500 pages