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Form 5500 · Employee benefit plan · CHARLOTTE, NC

TRUIST FINANCIAL CORPORATION

The filing calls this plan GROUP BUSINESS TRAVEL ACCIDENT INSURANCE PLAN FOR EMPLOYEES AND DIRECTORS OF TRUIST FINANCIAL CORPORATION.

TRUIST FINANCIAL CORPORATION of CHARLOTTE, NC files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Coverage is written through HARTFORD FIRE INSURANCE COMPANY. The plan's most recent policy period ended in December.

Benefits broker of record
Not disclosed
Policy year ends
Decemberas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 56-0939887 · plan 506 · plan year 2025, filed Jul 24, 2026

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How this plan is funded

Funding not settled by the filing

The filing does not report enough to settle how this plan pays for benefits.

All participants at the start of the year
41,565
Active at start of year
41,565
Active at end of year
41,941
Disclosed commissions
$0
Typical renewal
January 1

Benefits declared on this filing

Healthdeclared under plan 508
Dentaldeclared under plan 508
Visiondeclared under plan 508
Lifedeclared under plan 508
Disabilitydeclared under plan 508

Also declared: death benefits.

Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.

Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.

Plan brief

The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.

No broker of record is named on the Schedule A. The contracts may be written directly with the carrier, or the broker fields were left blank on the filing.

With 41,565 participants this is one of the larger insured groups on file in NC.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
HARTFORD FIRE INSURANCE COMPANY—56,977Jan 1, 2026—$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
TRUIST FINANCIAL CORPORATION
EIN 56-0939887

The plan administrator is from line 3a of the main form. We publish company names only.

Other plans filed by this employer

How this plan compares

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