2023 Form 5500 filing — Disabled American Veterans Retirement / Pension Equity 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 20241015193940NAL0030775729001) for Disabled American Veterans Retirement / Pension Equity Plan, reported by Disabled American Veterans under EIN 31-0263158 and plan number 001. It reports 794 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015193940NAL0030775729001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Disabled American Veterans
- EIN
- 31-0263158
- Plan number
- 001
- Location
- Erlanger, KY
- Participants
- 794
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $69,954,918
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $69,954,918
- Employer contributions
- $5,108,056
- Total income / additions
- $13,666,597
- Benefits paid
- $5,882,846
- Administrative expenses
- $189,770
- Total expenses
- $6,072,616
- Net increase / (decrease)
- $7,593,981
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fifth Third Bank Retirement Svcs. | NONE | $70,257 | not reported in the loaded dataset |
| Cleararc Capital, Inc. | NONE | $43,887 | $5,599 |
| Ubs Financial Services, Inc. | NONE | $24,294 | not reported in the loaded dataset |