2023 Form 5500 filing — Patriot Retirees Veba
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 20241013122313NAL0024744225001) for Patriot Retirees Veba, reported by Bd Of Trustees Patriot Retirees Veba Plan Administrator under EIN 46-3070420 and plan number 501. It reports 110 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013122313NAL0024744225001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bd Of Trustees Patriot Retirees Veba Plan Administrator
- EIN
- 46-3070420
- Plan number
- 501
- Location
- Triangle, VA
- Participants
- 110
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $967,794
- Net assets (EOY)
- $967,794
- Employer contributions
- $1,198,181
- Total income / additions
- $1,635,934
- Benefits paid
- $1,553,599
- Administrative expenses
- $73,182
- Total expenses
- $1,626,781
- Net increase / (decrease)
- $9,153
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Healthsmart Benefit Solutions | NONE | $33,190 | not reported in the loaded dataset |
| Calibre Cpa Group Pllc | NONE | $20,000 | not reported in the loaded dataset |
| Horizon Actuarial Services, LLC. | NONE | $12,426 | not reported in the loaded dataset |