2023 Form 5500 filing — Missouri Bankers Association Veba 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 20240523153445NAL0002617363001) for Missouri Bankers Association Veba Plan, reported by Missouri Bankers Association under EIN 43-6207542 and plan number 501. It reports 1,227 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240523153445NAL0002617363001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Missouri Bankers Association
- EIN
- 43-6207542
- Plan number
- 501
- Location
- Jefferson City, MO
- Participants
- 1,227
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,356,432
- Total liabilities (EOY)
- $2,176,018
- Net assets (EOY)
- $180,414
- Employer contributions
- $19,009,928
- Total income / additions
- $19,102,308
- Benefits paid
- $15,684,016
- Administrative expenses
- $2,158,559
- Total expenses
- $17,842,575
- Net increase / (decrease)
- $1,259,733
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bankers Benefit | PARTY-IN-INTEREST | $938,000 | not reported in the loaded dataset |
| Anthem | NONE | $407,011 | not reported in the loaded dataset |
| Luminare Health Benefits, Inc | NONE | $369,974 | not reported in the loaded dataset |
| Gallagher Risk Management Services | NONE | $100,789 | not reported in the loaded dataset |
| Alliant Insurance Services, Inc | NONE | $100,000 | not reported in the loaded dataset |
| Elap Services, LLC | NONE | $90,089 | not reported in the loaded dataset |
| Delta Dental Of Mo | NONE | $78,586 | not reported in the loaded dataset |
| Williams-Keepers LLC | NONE | $30,685 | not reported in the loaded dataset |
| Teladoc | NONE | $21,618 | not reported in the loaded dataset |
| Optumrx, Inc | NONE | $21,341 | not reported in the loaded dataset |