2023 Form 5500 filing — Evervet 401(K) 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 20240930151450NAL0005866497001) for Evervet 401(K) Retirement Plan, reported by Evervet Operations, LLC under EIN 85-1152420 and plan number 002. It reports 480 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930151450NAL0005866497001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Evervet Operations, LLC
- EIN
- 85-1152420
- Plan number
- 002
- Location
- West Conshohocken, PA
- Participants
- 480
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,757,782
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,757,782
- Employer contributions
- $980,169
- Participant contributions
- $1,845,987
- Total income / additions
- $4,867,282
- Benefits paid
- $168,296
- Administrative expenses
- $23,137
- Total expenses
- $194,286
- Net increase / (decrease)
- $4,672,996
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Valley Forge Investment Consultants | INVESTMENT ADVISOR | $14,552 | not reported in the loaded dataset |
| Empower Annuity Insurance Co | RECORDKEEPER | $8,064 | $0 |
| The Mandmarblestne Group LLC | TPA | $4,775 | not reported in the loaded dataset |
| Empower Advisory Group | INVESTMENT MGMT | $334 | not reported in the loaded dataset |