Civic Intelligence

Suntrust Banks Inc Retiree Life Trust

EIN 75-6664298 • 501(c)9 • Orlando, FL

Profile

The purpose of this trust is to provide life insurance to retired employees of truist financial corporation.

PO Box 919798Orlando, FL 32891-9798

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2023

Net Margin

100th percentile

2251%

Higher net margin than 100% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2023

Asset Growth

6th percentile

-100%

Faster asset growth than 6% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $12,977,152 (-100%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$0

Down $12,977,152 (-100%) from 2022

Operations
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Up

-$614,259

Up $1,214,730 (+66%) from 2022

Expenses

Up

$13,210,353

Up $13,210,319 (+38853879%) from 2022

Net Income

Down

-$13,824,612

Down $11,995,589 (-656%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth6th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2010: $23,866,214Liabilities 2010: $0Net Assets 2010: $23,866,2142010Assets 2011: $23,136,100Liabilities 2011: $4,359Net Assets 2011: $23,131,7412011Assets 2012: $23,747,193Liabilities 2012: $12,646Net Assets 2012: $23,734,5472012Assets 2013: $24,030,232Liabilities 2013: $13,085Net Assets 2013: $24,017,1472013Assets 2014: $24,101,397Liabilities 2014: $2,561Net Assets 2014: $24,098,8362014Assets 2015: $22,257,078Liabilities 2015: $9,852Net Assets 2015: $22,247,2262015Assets 2016: $21,326,925Liabilities 2016: $12,242Net Assets 2016: $21,314,6832016Assets 2017: $21,210,704Liabilities 2017: $161,827Net Assets 2017: $21,048,8772017Assets 2018: $18,936,213Liabilities 2018: $165,713Net Assets 2018: $18,770,5002018Assets 2019: $19,612,637Liabilities 2019: $19,612,637Net Assets 2019: $02019Assets 2020: $21,391,996Liabilities 2020: $0Net Assets 2020: $21,391,9962020Assets 2021: $16,008,552Liabilities 2021: $0Net Assets 2021: $16,008,5522021Assets 2022: $12,977,152Liabilities 2022: $0Net Assets 2022: $12,977,1522022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20M$10M$0-$10M-$20MExpenses 2010: $1,514,7142010Expenses 2011: $1,514,0192011Expenses 2012: $1,495,7012012Revenue 2013: $511,205Expenses 2013: $1,462,410Net Income 2013: -$951,2052013Revenue 2014: $528,916Expenses 2014: $1,682,655Net Income 2014: -$1,153,7392014Revenue 2015: $517,847Expenses 2015: $2,047,198Net Income 2015: -$1,529,3512015Revenue 2016: $493,694Expenses 2016: $2,129,647Net Income 2016: -$1,635,9532016Revenue 2017: $489,328Expenses 2017: $2,072,031Net Income 2017: -$1,582,7032017Revenue 2018: $503,865Expenses 2018: $2,077,098Net Income 2018: -$1,573,2332018Revenue 2019: $504,393Expenses 2019: $1,982,315Net Income 2019: -$1,477,9222019Revenue 2020: $411,217Expenses 2020: $26,286Net Income 2020: $384,9312020Revenue 2021: $5,463,503Expenses 2021: $7,314,023Net Income 2021: -$1,850,5202021Revenue 2022: -$1,828,989Expenses 2022: $34Net Income 2022: -$1,829,0232022Revenue 2023: -$614,259Expenses 2023: $13,210,353Net Income 2023: -$13,824,6122023

Highlighted filing

2023

Revenue-$614,259
Expenses$13,210,353
Net Income-$13,824,612
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
-$614,259
Expenses
$13,210,353
Net income
-$13,824,612
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.61$13.2$13.8
2022Detailed filing. Detailed filing data is available for this year.$13.0$0.00$13.0$1.83$0.00$1.83
2021Detailed filing. Detailed filing data is available for this year.$16.0$0.00$16.0$5.46$7.31$1.85
2020Detailed filing. Detailed filing data is available for this year.$21.4$0.00$21.4$0.41$0.03$0.38
2019Detailed filing. Detailed filing data is available for this year.$19.6$19.6$0.00$0.50$1.98$1.48
2018Detailed filing. Detailed filing data is available for this year.$18.9$0.17$18.8$0.50$2.08$1.57
2017Detailed filing. Detailed filing data is available for this year.$21.2$0.16$21.0$0.49$2.07$1.58
2016Detailed filing. Detailed filing data is available for this year.$21.3$0.01$21.3$0.49$2.13$1.64
2015Detailed filing. Detailed filing data is available for this year.$22.3$0.01$22.2$0.52$2.05$1.53
2014Detailed filing. Detailed filing data is available for this year.$24.1$0.00$24.1$0.53$1.68$1.15
2013Detailed filing. Detailed filing data is available for this year.$24.0$0.01$24.0$0.51$1.46$0.95
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.7$0.01$23.7$1.50
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.1$0.00$23.1$1.51
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.9$0.00$23.9$1.51
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 2, 2024
Return Version
2023v5.1
Gross Receipts
$16,374,044
Mission and Program Overview

Mission

The sole purpose of the suntrust banks, inc. Retiree life trust is to provide life insurance to retired employees of suntust banks, inc.

The purpose of this trust is to provide life insurance to retired employees of truist financial corporation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$12,977,152--
Investments in Publicly Traded Securities$11,882,224--
Savings and Temporary Cash Investments$857,928--
Accounts Receivable$237,000--
Rtn Earn Endowment Incm Other Fnds-$0-
Total Assets$12,977,152$0▼ $12,977,152
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$12,977,152$0▼ $12,977,152
Total Liabilities and Net Assets / Fund Balance$12,977,152$0▼ $12,977,152
Compensation and Service Providers
Top Officer Pay48th percentile

Board Members and Trustees

NameTitle
-Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$-673,560
Other Revenue
$59,301
Change in Net Assets
$-13,824,612

Audited Revenue Reconciliation

Revenue per Audited Statements
$-614,259
Total Revenue per Audited Statements
$-614,259
Total Revenue per Form 990
$-614,259
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$0
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$13,210,353--$13,210,353
Total Functional Expenses$13,210,353$0$0$13,210,353
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Form 990 is reviewed by the trustee prior to filing”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“Truist financial corporation as plan sponsor of the retiree life trust (veba) maintains a code of business conduct and ethics policy and guidelines. Also, truist bank conducts reviews and questionnaires along with continued education courses for all employees.”

Form 990, Page 6, Part VI, Line 19

“Documents are available upon request”

Filing and Contact Details

Filer

Filer Name
Truist Financial Corporation Retiree Life
EIN
75-6664298
Phone
3367332030
Address
PO BOX 919798, ORLANDO, FL 32891-9798

Signing Officer

Name
Truist Bank
Title
Director
Phone
3367332030
Signed
2024-10-02
Discuss with paid preparer
Yes

Organization Details

Formed
2001
Legal Domicile
Nc
Voting Board Members
1
Independent Board Members
1
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
40 WESTMINSTER ST STE 800, PROVIDENCE, RI 02903
Preparer
Richard Raleigh
Phone
4014573839
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“The difference in beginning and ending net assets is due to 2022 transcations posted in 2023 of $1,364, and accrued interest with a posting date before the current tax year of $4,336.”

Raw XML Appendix293 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/AccountsReceivableGrp/BOYAmt0237000
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE PURPOSE OF THIS TRUST IS TO PROVIDE LIFE INSURANCE TO RETIRED EMPLOYEES OF TRUIST FINANCIAL CORPORATION.
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BenefitsToMembersGrp/ProgramServicesAmt013210353
IRS990/BenefitsToMembersGrp/TotalAmt013210353
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0TRUIST BANK
IRS990/BooksInCareOfDetail/PhoneNum03367332030
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 919798
IRS990/BooksInCareOfDetail/USAddress/CityNm0ORLANDO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd032891
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt012977152
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractTerminationInd0X
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt013210353
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0-673560
IRS990/CYOtherExpensesAmt00
IRS990/CYOtherRevenueAmt059301
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-13824612
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt013210353
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0-614259
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0THE PURPOSE OF THIS TRUST IS TO PROVIDE LIFE INSURANCE TO RETIRED EMPLOYEES OF TRUIST FINANCIAL CORPORATION.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FinalReturnInd0X
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0TRUIST BANK
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02001
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0-956729
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt016031574
IRS990/GrossReceiptsAmt016374044
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0283169
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0283169
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt011882224
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt016988303
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE PURPOSE OF THIS TRUST IS TO PROVIDE LIFE INSURANCE TO RETIRED EMPLOYEES OF TRUIST FINANCIAL CORPORATION.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt012977152
IRS990/NetAssetsOrFundBalancesEOYAmt00
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-956729
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-956729
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt05700
IRS990/OtherExpensesGrp/Desc0OTHER EXPENSES
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0REIMBURSEMENT OF OVERAGE FOR LIFE I
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt059301
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt059301
IRS990/OtherRevenueTotalAmt059301
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0TRUIST BANK
IRS990/PriorPeriodAdjustmentsAmt0841760
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt0-1828989
IRS990/PYOtherExpensesAmt034
IRS990/PYRevenuesLessExpensesAmt0-1829023
IRS990/PYTotalExpensesAmt034
IRS990/PYTotalRevenueAmt0-1828989
IRS990/ReconcilationRevenueExpnssAmt0-13824612
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0857928
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0OTHER ASSETS
IRS990ScheduleD/RevenueSubtotalAmt0-614259
IRS990ScheduleD/TotalRevenuePerForm990Amt0-614259
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0-614259
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleN/AssetsDistributedInd0true
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/DirectorOfSuccessorInd0false
IRS990ScheduleN/EmployeeOfSuccessorInd0false
IRS990ScheduleN/LiabilitiesPaidInd0true
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0CASH
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt0TRUIST FINANCIAL CORPORATION
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02023-12-31
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0560939887
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt013210353
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0CORP
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0CASH
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt0PO BOX 919798
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0ORLANDO
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0FL
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd032891
IRS990ScheduleN/OwnerOfSuccessorInd0false
IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED BY THE TRUSTEE PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TRUIST FINANCIAL CORPORATION AS PLAN SPONSOR OF THE RETIREE LIFE TRUST (VEBA) MAINTAINS A CODE OF BUSINESS CONDUCT AND ETHICS POLICY AND GUIDELINES. ALSO, TRUIST BANK CONDUCTS REVIEWS AND QUESTIONNAIRES ALONG WITH CONTINUED EDUCATION COURSES FOR ALL EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE DIFFERENCE IN BEGINNING AND ENDING NET ASSETS IS DUE TO 2022 TRANSCATIONS POSTED IN 2023 OF $1,364, AND ACCRUED INTEREST WITH A POSTING DATE BEFORE THE CURRENT TAX YEAR OF $4,336.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0560939887
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C corp
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0NC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0BANKING
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0PO BOX 919798
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0ORLANDO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0FL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd032891
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0TRUIST FINANCIAL CORPORATION RETIREE HEALTH PLAN TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0581845021
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0EMPLYEE BENEFITS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 919798
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0ORLANDO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd032891
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0true
IRS990/TotalAssetsBOYAmt012977152
IRS990/TotalAssetsEOYAmt00
IRS990/TotalAssetsGrp/BOYAmt012977152
IRS990/TotalAssetsGrp/EOYAmt00
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt013210353
IRS990/TotalFunctionalExpensesGrp/TotalAmt013210353
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt012977152
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt059301
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IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt012977152
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt00
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IRS990/VotingMembersGoverningBodyCnt01
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IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TRUIST BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03367332030
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRUIST FINANCIAL CORPORATION RETIREE LIFE
ReturnHeader/Filer/BusinessNameControlTxt0TRUI
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ReturnHeader/Filer/PhoneNum03367332030
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt040 WESTMINSTER ST STE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PROVIDENCE
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002903
ReturnHeader/PreparerPersonGrp/PhoneNum04014573839
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD RALEIGH
ReturnHeader/ReturnTs02024-10-31T15:01:21-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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