Trinidad Benham Corp. Employee Stock Ownership Plan — Form 5500 plan (Trinidad Benham Corp.)

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, Trinidad Benham Corp. Employee Stock Ownership Plan is a benefit plan reported by Trinidad Benham Corp. under EIN 84-0338660 and plan number 001. The latest loaded filing year is 2023. The filing reports 986 participants and $266,310,908 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$190.4MPlan net assets, end of year$190,430,080
Participants986Covered participants reported
Assets / participant$270.1KComputed: assets ÷ participants$270,092 (computed)
Provider compensationNone reported
Plan sponsor
Trinidad Benham Corp.
EIN
84-0338660
Plan number
001
Plan type
2
Location
Denver, CO
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023986H20241003124647NAL0010555537001
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)$266.3M total assets
Net assets$190.4MLiabilities$75.9M
Money in vs. money out
Total income / additions$53.7M
Total expenses$24.4M
Benefits paid / distributions$23M
Contributions
Employer$4.5M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$266,310,908
Total liabilities (EOY)
$75,880,828
Net assets (EOY)
$190,430,080
Net assets (BOY)
$161,072,283

Income & contributions

Employer contributions
$4,527,329
Total contributions
$4,963,814
Total income / additions
$53,739,653

Expenses & distributions

Benefits paid
$23,018,133
Administrative expenses
$22,690
Total expenses
$24,381,856
Net increase / (decrease)
$29,357,797
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.

Total expenses ÷ net assets13%Computed ratio
Benefits paid ÷ total income43%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages