2023 Form 5500 filing — Velocity Risk Underwriters, LLC 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 20241006073707NAL0008136899001) for Velocity Risk Underwriters, LLC Retirement Plan, reported by Velocity Risk Underwriters, LLC under EIN 36-4795326 and plan number 001. It reports 170 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$10.3MReported net assets$10,280,155
Participants170
Provider compensation$20.7K1 Schedule C row(s)$20,707
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241006073707NAL0008136899001
Plan sponsor
Velocity Risk Underwriters, LLC
EIN
36-4795326
Plan number
001
Location
Nashville, TN
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$10.3M total assets
Net assets$10.3MLiabilities
Money in vs. money out
Total income / additions$3.8M
Total expenses$208.6K
Benefits paid / distributions$205.7K
Contributions
Employer$1.3M
Participant$1.1M
Full reported line items
Total assets (EOY)
$10,280,155
Net assets (EOY)
$10,280,155
Employer contributions
$1,315,020
Participant contributions
$1,083,330
Total income / additions
$3,826,922
Benefits paid
$205,693
Administrative expenses
$2,900
Total expenses
$208,593
Net increase / (decrease)
$3,618,329
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    SERVICE PROVIDER · Direct $0 · Indirect $20.7K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241006073707NAL0008136899001 cover?
It is the 2023 Form 5500 filing for Velocity Risk Underwriters, LLC Retirement Plan, reported by Velocity Risk Underwriters, LLC (EIN 36-4795326).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages