Plan Ledger DOL Form 5500 · updated monthly

Trustmark Health Benefits, Inc.401(k)

TRUSTMARK HEALTH BENEFITS, INC. RETIREMENT SAVINGS PLAN · LAKE FOREST, IL · plan year 2022

Reported admin expense ratio · 2022
0.02%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Trustmark Health Benefits, Inc. reported $24,309 in plan administrative expenses for 2022: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,490 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $50M–$250M size bracket, benchmarked here against 9,341 comparable plans and shown alongside other finance & insurance employers. By assets it is the 567th-largest of 3,702 plans among Illinois employers on file, and the 989th of 4,798 in finance & insurance. In 2022, employees put in $2.88 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$101,294,459
Participants with balances1,199
Active participants977
Employer contributions$1,455,320
Employee contributions$4,197,378
Employer contribution per active participant$1,490
Average account balance$84,482
Benefits paid to participants$8,135,129
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$0 · $1.6M emplr
2022$101.3M · 1,199 accts · $1.5M emplr
Administrative expenses, itemized · 2022
Investment management$200
Total administrative$24,309
The Trustmark Health Benefits, Inc. 401(k) match · 2022
Employer contribution per active participant$1,490
Median for plans this size$3,449

Trustmark Health Benefits, Inc.'s 2022 employer contribution ran below the $3,449 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$24,309 · 0.02%
Same employer
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B. C. Ziegler and Company IL$107.6M · 0.09%
Abn Amro IL$106.2M · 0.01%
Lincoln International LLC IL$105.0M · 0.08%
PEAK6 Investments LLC IL$101.2M · 0.02%
Captive Resources, LLC IL$98.9M · 0.25%
Advance Trading, Inc. IL$98.3M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 351846036 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.