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TRUSTMARK CORPORATION

EIN 64-0471500-Finance and Insurance-Latest filing 2024
Plans
10
Retirement
2
$400.4M assets
Welfare
8
$4.3M premiums
Participants
17,981
244 E. CAPITOL STREET - JACKSON, MS 39201601-208-7671
Plans on this EIN
10 filings
#002401k-$397.7M - 3,149 part#007TraditionalDB-$2.7M - 7 part#503Fully Insured-$1.5M - 2,429 lives#509Fully Insured-$1.2M - 1,876 lives#501Fully Insured-$834K - 1,886 lives#504Fully Insured-$374K - 2,429 lives#511Fully Insured-$215K - 1,754 lives#502Mixed-$133K - 1,261 lives#505Mixed-$9K - 2,695 lives#510Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $400.4M assets / 3,156 participants

Assets by plan

Share of aggregate retirement assets

99%top
  • TRUSTMARK 401(K) (#002)99%
  • ACQUIRED FINANCIAL INSTITUTION... (#007)1%
Total $400.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • TRUSTMARK 401(K) (#002)3,149
  • ACQUIRED FINANCIAL INSTITUTION... (#007)7
Total 3,156Click row to drill in

Benefits portfolio analytics

8 plans / $4.3M premiums / 14,330 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.5M
  • Dental$1.2M
  • Health$834K
  • Long-term disability$374K
  • Vision$215K
  • Other$142K
Total $4.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
43%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA43%
  • DELTA DENTAL OF CALIFORNIA29%
  • SIRIUS AMERICA INSURANCE COMPANY20%
  • STARMOUNT LIFE INSURANCE COMPANY5%
  • NATIONWIDE LIFE INSURANCE COMPANY3%
Total $4.3M5 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • BROWN AND BROWN OF FLORIDA, INC.97%
  • BOTTRELL AGENCY, INC.3%
Total $206K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

TRUSTMARK 401(K) PLAN

401k

Assets$397.7M
Participants3,149
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#007

TRUSTMARK CORPORATION PENSION PLAN FOR CERTAIN EMPLOYEES OF ACQUIRED FINANCIAL INSTITUTIONS

TraditionalDB

Assets$2.7M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

TRUSTMARK CORPORATION AND SUBSIDIARIES BASIC LIFE ACCIDENTAL DEATH AND DISMEMBERMENT PLAN

Fully Insured - GUARDIAN

Premiums$1.5M
Covered lives2,429
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509

TRUSTMARK CORPORATION AND SUBSIDIARIES DENTAL PLAN

Fully Insured - DELTA DENTAL INSURANCE COMPANY

Premiums$1.2M
Covered lives1,876
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

TRUSTMARK CORPORATION AND SUBSIDIARIES MEDICAL BENEFITS PLAN

Fully Insured - SIRIUS AMERICA (THROUGH REUNION HEALTH SERVICES)

Premiums$834K
Covered lives1,886
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

TRUSTMARK CORP & SUBSIDIARIES DISABILITY PLAN

Fully Insured - GUARDIAN

Premiums$374K
Covered lives2,429
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#511

TRUSTMARK VISION PLAN

Fully Insured - STARMOUNT LIFE INSURANCE COMPANY

Premiums$215K
Covered lives1,754
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

TRUSTMARK CORPORATION AND SUBSIDIARIES GROUP ACCIDENT PLAN

Mixed - NATIONWIDE

Premiums$133K
Covered lives1,261
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

TRUSTMARK CORPORATION AND SUBSIDIARIES BUSINESS TRAVEL PLAN

Mixed - NATIONWIDE

Premiums$9K
Covered lives2,695
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510

TRUSTMARK CORPORATION AND SUBSIDIARIES FLEXIBLE BENEFITS PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002TRUSTMARK 401(K) PLAN401k$397.7M3,1492024
007TRUSTMARK CORPORATION PENSION PLAN FOR CERTAIN EMPLOYEES OF ACQUIRED FINANCIAL INSTITUTIONSTraditionalDB$2.7M72024

Welfare plans8

Plan #NameFundingCarrierPremiumsCoveredLatest year
503TRUSTMARK CORPORATION AND SUBSIDIARIES BASIC LIFE ACCIDENTAL DEATH AND DISMEMBERMENT PLANFully InsuredGUARDIAN$1.5M2,4292024
509TRUSTMARK CORPORATION AND SUBSIDIARIES DENTAL PLANFully InsuredDELTA DENTAL INSURANCE COMPANY$1.2M1,8762024
501TRUSTMARK CORPORATION AND SUBSIDIARIES MEDICAL BENEFITS PLANFully InsuredSIRIUS AMERICA (THROUGH REUNION HEALTH SERVICES)$834K1,8862024
504TRUSTMARK CORP & SUBSIDIARIES DISABILITY PLANFully InsuredGUARDIAN$374K2,4292024
511TRUSTMARK VISION PLANFully InsuredSTARMOUNT LIFE INSURANCE COMPANY$215K1,7542024
502TRUSTMARK CORPORATION AND SUBSIDIARIES GROUP ACCIDENT PLANMixedNATIONWIDE$133K1,2612024
505TRUSTMARK CORPORATION AND SUBSIDIARIES BUSINESS TRAVEL PLANMixedNATIONWIDE$9K2,6952024
510TRUSTMARK CORPORATION AND SUBSIDIARIES FLEXIBLE BENEFITS PLANSelf Funded-$002024
Retirement plans
Welfare plans
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