2023 Form 5500 filing — Veterans United Home Loans 401(K) 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 20240829103123NAL0012983425001) for Veterans United Home Loans 401(K) Plan, reported by Mortgage Research Center LLC under EIN 43-1965151 and plan number 001. It reports 5,777 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240829103123NAL0012983425001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Mortgage Research Center LLC
- EIN
- 43-1965151
- Plan number
- 001
- Location
- Columbia, MO
- Participants
- 5,777
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $396,965,036
- Total liabilities (EOY)
- $103,690
- Net assets (EOY)
- $396,861,346
- Employer contributions
- $8,349,048
- Participant contributions
- $31,475,415
- Total income / additions
- $104,573,726
- Benefits paid
- $22,256,638
- Administrative expenses
- $625,722
- Total expenses
- $22,884,725
- Net increase / (decrease)
- $81,689,001
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman, Inc. | NONE | $542,322 | $50,984 |
| Pension Consultants, Inc. | NONE | $64,862 | not reported in the loaded dataset |
| Forvis Mazars, Llp | NONE | $10,500 | not reported in the loaded dataset |
| Ubs Financial | NONE | $7,786 | not reported in the loaded dataset |
| Charles Schwab Bank | NONE | $0 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |