2023 Form 5500 filing — Sound Variable Annuity Pension Trust
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 20241017185503NAL0033398177001) for Sound Variable Annuity Pension Trust, reported by Board Of Trustees, Sound Variable Annuity under EIN 86-3278029 and plan number 001. It reports 69,397 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241017185503NAL0033398177001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Sound Variable Annuity
- EIN
- 86-3278029
- Plan number
- 001
- Location
- Bothell, WA
- Participants
- 69,397
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $97,877,615
- Total liabilities (EOY)
- $121,006
- Net assets (EOY)
- $97,756,609
- Employer contributions
- $35,642,584
- Total income / additions
- $44,122,549
- Benefits paid
- $740,069
- Administrative expenses
- $4,308,201
- Total expenses
- $5,048,270
- Net increase / (decrease)
- $39,074,279
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions | NONE | $1,628,782 | not reported in the loaded dataset |
| Cheiron Inc | NONE | $420,247 | not reported in the loaded dataset |
| Rael & Letson | NONE | $237,082 | not reported in the loaded dataset |
| Seyfarth Shaw Llp | NONE | $162,226 | not reported in the loaded dataset |
| Slevin & Hart, P.C. | NONE | $81,156 | not reported in the loaded dataset |
| Verus Advisory, Inc | NONE | $33,333 | not reported in the loaded dataset |
| Service Printing Co, Inc | NONE | $32,213 | not reported in the loaded dataset |
| Segal Select Insurance Services | NONE | $0 | $25,302 |
| Miller Kaplan | NONE | $21,603 | not reported in the loaded dataset |
| Prudential Trust Co. | NONE | $12,981 | $0 |
| Onsite Mail Inc Dba Publishers Mail | NONE | $12,477 | not reported in the loaded dataset |
| Wells Fargo Bank, Na | NONE | $7,504 | not reported in the loaded dataset |
| Us Bank, Na | NONE | $7,120 | $0 |
| Panagora Asset Management Inc. | NONE | $5,582 | $0 |