TruMark Financial account disclosures

Employees are able to participate in TruMark Financial’s 401(k) plan with Principal Financial Group. The plan offers both pre-tax and after-tax Roth contributions as well as a matching employer contribution.

We are pleased to provide a comprehensive employee benefits program designed to keep employees healthy and provide protection in case of serious illness, disability or loss of life. Benefits available to eligible employees include:

• Multiple Medical/Prescription Plans to select from- HMO, PPO, and Consumer Directed High Deductible
• Health Savings Account (HSA).
• Flexible Spending Accounts (FSA) - Set aside pre-tax dollars for out-of-pocket health care, dependent care or commuter expenses
• Dental
• Vision
• Basic and Voluntary Life Insurance
• Short-term & Long-term Disability Benefits.
• Pre-paid legal and identity theft plans

In addition to a comprehensive benefits package, TruMark Financial focuses on their team members’ work-life balance through amazing employee perks. These includes access to discounted financial services, entertainment, shopping, travel, electronics, and so much more contributing to our well-being.

TruMark Financial recognizes employees have diverse needs for time off from work and provides the Paid Time Off policy to meet your needs. This benefit promotes a flexible approach to time off. TruMark Financial also provides time off for over 11 different federally recognized holidays annually.

TruMark Financials’ tuition reimbursement program provides encouragement and financial assistance to eligible full-time employees who wish to further their education by completing business-related courses or working towards a degree. The program includes business-oriented seminars, skill-improvement courses and degree-required courses at accredited institutions.

TruMark Financial is dedicated to helping the communities we serve. Employees are encouraged to participate in local volunteer opportunities. As an added benefit, TruMark Financial employees are able to trade up to 8 hours of community service each year for paid time off.

Throughout the year, TruMark Financial celebrates success in a variety of ways to ensure recognition of its employees. In addition, employees are also able to award one another for making a difference. This includes fostering an environment of inclusion, connection, and belonging.