Trinidad Benham Corp. Qualified Employee Savings 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. Qualified Employee Savings Plan is a benefit plan reported by Trinidad Benham Corp. under EIN 84-0338660 and plan number 004. The latest loaded filing year is 2023. The filing reports 1,204 participants and $35,885,957 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Trinidad Benham Corp.
EIN
84-0338660
Plan number
004
Plan type
2
Location
Denver, CO
Latest filing year
2023
Participants
1,204
End-of-year plan assets
$35,885,957

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,204H, C20241002141705NAL0008403393001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$35,885,957
Total liabilities (EOY)
$0
Net assets (EOY)
$35,885,957
Net assets (BOY)
$31,483,633

Income & contributions

Employer contributions
$926,650
Participant contributions
$2,932,789
Total contributions
$4,405,339
Total income / additions
$9,508,793

Expenses & distributions

Benefits paid
$4,935,458
Administrative expenses
$57,265
Total expenses
$5,106,469
Net increase / (decrease)
$4,402,324

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$42,165$02023
Frost, PllcPLAN SPONSOR$15,100not reported in the loaded dataset2023

Related Form 5500 pages