Plan Snapshot
- Plan Sponsor: Trustmark Services Company
- Sponsor EIN: 270056662
- Sponsor Address: 400 FIELD DRIVE, LAKE FOREST, IL, 60045
- Plan Type: 401(k)
- Plan Number: 503
- Total Participants: 954
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 954 | $0 | $0 | $0 |
| 2024 | 683 | $0 | $0 | $0 |
| 2023 | 0 | $0 | $0 | $0 |
| 2022 | 655 | $0 | $0 | $0 |
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 |
|---|---|---|---|---|
| LUMINARE HEALTH BENEFITS, INC. | Recordkeeper | $520,600 | — | $520,600 |
| AETNA | Recordkeeper | $141,303 | — | $141,303 |
| MULTIPLAN, INC. | Recordkeeper | $22,613 | — | $22,613 |
| TELADOC | Recordkeeper | $21,780 | — | $21,780 |
| AMERICAN HEALTH HOLDING | Recordkeeper | $20,846 | — | $20,846 |
| HEALTHCARE BLUEBOOK | Recordkeeper | $12,355 | — | $12,355 |
| HEALTHEQUITY | Recordkeeper | $10,828 | — | $10,828 |
| NOVANET | Recordkeeper | $8,827 | — | $8,827 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $759,152
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 |
|---|---|---|---|---|---|
| 2025 | — | — | — | — | — |
| 2024 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |