2023 Form 5500 filing — Anuvu Retirement 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 20240813171437NAL0010736913001) for Anuvu Retirement Plan, reported by Anuvu Operations LLC under EIN 85-4087698 and plan number 001. It reports 677 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240813171437NAL0010736913001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Anuvu Operations LLC
- EIN
- 85-4087698
- Plan number
- 001
- Location
- Santa Ana, CA
- Participants
- 677
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $48,527,435
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $48,527,435
- Employer contributions
- $1,376,520
- Participant contributions
- $3,805,772
- Total income / additions
- $12,684,110
- Benefits paid
- $2,674,949
- Administrative expenses
- $15,106
- Total expenses
- $2,690,055
- Net increase / (decrease)
- $9,994,055
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gallagher Benefit Services Inc | SERVICE PROVIDER | $0 | $64,590 |
| Voya Retirement Insurance & Annuity | RECORD KEEPER | $10,595 | $0 |