Plan5500

Veterans Inc. 403(B) Plan — Form 5500 plan (Veterans, Inc.)

Plain-English plan 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, Veterans Inc. 403(B) Plan is a benefit plan reported by Veterans, Inc. under EIN 04-3098024 and plan number 001. The latest loaded filing year is 2023. The filing reports 252 participants and $2,546,016 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Veterans, Inc.
EIN
04-3098024
Plan number
001
Plan type
2
Location
Worcester, MA
Latest filing year
2023
Participants
252
End-of-year plan assets
$2,546,016

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023252H, C20241014170552NAL0026792961001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,546,016
Total liabilities (EOY)
$0
Net assets (EOY)
$2,546,016
Net assets (BOY)
$2,008,128

Income & contributions

Employer contributions
$139,785
Participant contributions
$380,141
Total contributions
$545,703
Total income / additions
$847,546

Expenses & distributions

Benefits paid
$284,565
Administrative expenses
$25,093
Total expenses
$309,658
Net increase / (decrease)
$537,888

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$23,327$02023
Cetera Advisor NetworksBROKER/ADVISER$0$10,7052023
Beacon Benefits IncCONTRACT ADMIN$3,240$2,1822023
Empower Advisory Group, LLCINVESTMENT MGMT$3,566not reported in the loaded dataset2023
Morningstar Associates LLCOTHER$432not reported in the loaded dataset2023

Related Form 5500 pages