Trustmark Corporation And Subsidiaries Medical Benefits Plan — Form 5500 plan (Trustmark Corporation)

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, Trustmark Corporation And Subsidiaries Medical Benefits Plan is a benefit plan reported by Trustmark Corporation under EIN 64-0471500 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,087 participants and $7,264,502 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$5MPlan net assets, end of year$4,954,961
Participants2.1KCovered participants reported2,087
Assets / participant$3.5KComputed: assets ÷ participants$3,481 (computed)
Provider compensation$1.1M2 Schedule C provider row(s)$1,058,642
Plan sponsor
Trustmark Corporation
EIN
64-0471500
Plan number
501
Plan type
2
Location
Jackson, MS
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,087H, C20241015200041NAL0029554257001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$7.3M total assets
Net assets$5MLiabilities$2.3M
Money in vs. money out
Total income / additions$20.3M
Total expenses$18.7M
Benefits paid / distributions$17.6M
Contributions
Employer$11.9M
Participant$7.9M
Full reported line items

Net assets

Total assets (EOY)
$7,264,502
Total liabilities (EOY)
$2,309,541
Net assets (EOY)
$4,954,961
Net assets (BOY)
$3,418,685

Income & contributions

Employer contributions
$11,856,949
Participant contributions
$7,893,244
Total contributions
$19,972,061
Total income / additions
$20,265,393

Expenses & distributions

Benefits paid
$17,580,474
Administrative expenses
$1,148,643
Total expenses
$18,729,117
Net increase / (decrease)
$1,536,276
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 60%Participant 40%
Total expenses ÷ net assets378%Computed ratio
Benefits paid ÷ total income87%Computed ratio
Provider comp. ÷ net assets21%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Blue Cross Blue Shield Of MsNONE$1,038,601not reported in the loaded dataset2023
Bmi Audit Services Holdings, LLCNONE$20,041not reported in the loaded dataset2023

Related Form 5500 pages