Plan Snapshot
- Plan Sponsor: Trustmark Corporation
- Sponsor EIN: 640471500
- Sponsor Address: 248 EAST CAPITOL STREET, JACKSON, MS, 39201
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 1,825
- Total Assets: $3.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,825 | $3.9M | $10.1M | $6.6M |
| 2023 | 2,037 | $7.3M | $11.9M | $7.9M |
| 2022 | 2,019 | $5.3M | $11.6M | $8.1M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF MS | Other Service Provider | $960,557 | — | $960,557 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $960,557
- Estimated Expense Ratio: 24.803% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $1,201,903 | — | $1,085,903 | — | — |
| 2023 | $1,148,643 | — | $1,038,601 | — | — |
| 2022 | $1,035,492 | — | — | — | — |