2023 Form 5500 filing — Veterans Of Foreign Wars Employees' Retirement Plan Master 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 20250319130541NAL0009684946001) for Veterans Of Foreign Wars Employees' Retirement Plan Master Trust, reported by Veterans Of Foreign Wars Of The United States under EIN 44-0474290 and plan number 004. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250319130541NAL0009684946001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Veterans Of Foreign Wars Of The United States
- EIN
- 44-0474290
- Plan number
- 004
- Location
- Kansas City, MO
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $48,709,757
- Total liabilities (EOY)
- $88,931
- Net assets (EOY)
- $48,620,826
- Total income / additions
- $4,382,241
- Benefits paid
- $0
- Administrative expenses
- $163,035
- Total expenses
- $163,035
- Net increase / (decrease)
- $4,219,206
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Reams Asset Management | NONE | $65,660 | not reported in the loaded dataset |
| Us Bank | NONE | $55,484 | not reported in the loaded dataset |
| White Oak | NONE | $30,066 | not reported in the loaded dataset |
| Wcm | NONE | $11,824 | not reported in the loaded dataset |