Plan5500

United States Veterans Initiative — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, United States Veterans Initiative (EIN 95-4382752) is a plan sponsor located in Los Angeles, CA with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
95-4382752
Location
Los Angeles, CA
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for United States Veterans Initiative

  • 3 loaded plans hold $11.3M in reported assets.
  • The largest, United States Veterans Initiative Retirement Savings Plan, holds 99% of this company's reported plan assets.
  • Plans cover 1,299 reported participants.
  • 2 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$11.2MSummed across loaded plans$11,213,557
Total reported assets$11.3M$11,273,177
Total reported participants1.3K1,299
Total reported liabilities$59.6K$59,620

Reported net position

Reported assets = net assets + liabilities (summed)$11.3M total assets
Net assets$11.2MLiabilities$59.6K
Contributions & income
Employer contributions$453.9K
Participant contributions$1.2M
Total income / additions$3.1M
Expenses & distributions
Benefits paid / distributions$276.4K
Total expenses$299.6K
Net increase / (decrease)$2.8M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets99%United States Veterans Initiative Retirement Savings Plan
Participants per plan433Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    United States Veterans Initiative Retirement Savings Plan$11.2M
    Plan #001 · 789 participants · 2023
  2. 2
    United States Veterans Initiative$59.9K
    Plan #501 · 37 participants · 2023
  3. 3
    United States Veterans Initiative Welfare Benefits Plannot reported in the loaded dataset
    Plan #502 · 473 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for United States Veterans Initiative. Open one for its full reported snapshot.

  1. 2023
    United States Veterans Initiative37 participants · 2Sch I
    View filing →
  2. 2023
    United States Veterans Initiative Welfare Benefits Plan473 participants · 2No schedules
    View filing →
  3. 2023
    United States Veterans Initiative Retirement Savings Plan789 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does United States Veterans Initiative report on Form 5500?
United States Veterans Initiative (EIN 95-4382752) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for United States Veterans Initiative?
The Employer Identification Number (EIN) reported for United States Veterans Initiative is 95-4382752.
What is the latest Form 5500 filing year for United States Veterans Initiative?
The latest loaded Form 5500 filing year for United States Veterans Initiative is 2023.

Related Form 5500 pages