2023 Form 5500 filing — Va Claim Pros, LLC Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240312161325NAL0023251299001) for Va Claim Pros, LLC Savings Plan, reported by Va Claim Pros, LLC under EIN 66-0865757 and plan number 001. It reports 311 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240312161325NAL0023251299001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Va Claim Pros, LLC
- EIN
- 66-0865757
- Plan number
- 001
- Location
- Isabela, PR
- Participants
- 311
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Total income / additions
- $28,340
- Benefits paid
- $408,467
- Administrative expenses
- $11,898
- Total expenses
- $420,365
- Net increase / (decrease)
- -$392,025
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $11,664 | $0 |
| Oriental Bank And Trust | TRUSTEE | $4,300 | not reported in the loaded dataset |
| Commonwealth Equity Services | INVESTMENT ADVISOR | $1,704 | not reported in the loaded dataset |
| Warren Averett LLC | AUDITOR | $1,600 | not reported in the loaded dataset |
| Empower Advisory Group | INVESTMENT MANAGEMENT | $284 | not reported in the loaded dataset |
| Oriental Pension Consultants | CONTRACT ADMIN | $0 | not reported in the loaded dataset |