Plan5500

Trustage Pension Plan For Represented Employees — Form 5500 plan (Trustage Financial Group, 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, Trustage Pension Plan For Represented Employees is a benefit plan reported by Trustage Financial Group, Inc. under EIN 45-4418520 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,180 participants and $197,719,352 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Trustage Financial Group, Inc.
EIN
45-4418520
Plan number
001
Plan type
2
Location
Madison, WI
Latest filing year
2023
Participants
1,180
End-of-year plan assets
$197,719,352

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,180H, C20240930200356NAL0003503795001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$197,719,352
Total liabilities (EOY)
$0
Net assets (EOY)
$197,719,352
Net assets (BOY)
$191,418,965

Income & contributions

Total contributions
$0
Total income / additions
$17,821,972

Expenses & distributions

Benefits paid
$10,800,611
Administrative expenses
$142,775
Total expenses
$10,943,386
Net increase / (decrease)
$6,878,586

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Milliman UsaNONE$143,899not reported in the loaded dataset2023
Grant Thornton, LlpNONE$41,000not reported in the loaded dataset2023
State Street Bank & TrustNONE$0not reported in the loaded dataset2023

Related Form 5500 pages