Tricorbraun 401(K) Plan — Form 5500 plan (Tricorbraun 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, Tricorbraun 401(K) Plan is a benefit plan reported by Tricorbraun Inc. under EIN 43-0696986 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,276 participants and $146,206,301 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tricorbraun Inc.
EIN
43-0696986
Plan number
002
Plan type
2
Location
Saint Louis, MO
Latest filing year
2023
Participants
1,276
End-of-year plan assets
$146,206,301

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,276H, C20241015164424NAL0048968544001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$146,206,301
Total liabilities (EOY)
$0
Net assets (EOY)
$146,206,301
Net assets (BOY)
$123,790,266

Income & contributions

Employer contributions
$1,195,395
Participant contributions
$8,060,969
Total contributions
$10,146,741
Total income / additions
$32,349,575

Expenses & distributions

Benefits paid
$9,782,984
Administrative expenses
$143,880
Total expenses
$9,933,540
Net increase / (decrease)
$22,416,035

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Oneamerica Retirement Services LLCNONE$93,880not reported in the loaded dataset2023
Lpl FinancialNONE$50,000not reported in the loaded dataset2023
Matrix Trust CompanyNONE$0$02023

Related Form 5500 pages