2023 Form 5500 filing — Vanasse Hangen Brustlin, Inc. 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 20241011133457NAL0038870208001) for Vanasse Hangen Brustlin, Inc. Retirement Plan, reported by Vanasse Hangen Brustlin, Inc. under EIN 04-2931679 and plan number 001. It reports 2,701 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011133457NAL0038870208001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Vanasse Hangen Brustlin, Inc.
- EIN
- 04-2931679
- Plan number
- 001
- Location
- Watertown, MA
- Participants
- 2,701
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $403,333,496
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $403,333,496
- Employer contributions
- $7,527,869
- Participant contributions
- $21,480,812
- Total income / additions
- $93,253,972
- Benefits paid
- $30,368,042
- Administrative expenses
- $527,440
- Total expenses
- $30,904,879
- Net increase / (decrease)
- $62,349,093
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $604,722 | $0 |
| Capfinancial Partners LLC Dba Captr | NONE | $99,770 | not reported in the loaded dataset |
| Pkf O'Connor Davies Llp | NONE | $24,650 | not reported in the loaded dataset |
| Qdro Consultants | NONE | $400 | not reported in the loaded dataset |