Ventra Evart Union #2270 401(K) Plan — Form 5500 plan (Ventra Evart LLC)
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, Ventra Evart Union #2270 401(K) Plan is a benefit plan reported by Ventra Evart LLC under EIN 20-8503438 and plan number 001. The latest loaded filing year is 2023. The filing reports 998 participants and $10,613,134 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ventra Evart LLC
- EIN
- 20-8503438
- Plan number
- 001
- Plan type
- 2
- Location
- Urbana, IL
- Latest filing year
- 2023
- Participants
- 998
- End-of-year plan assets
- $10,613,134
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 998 | H, C | 20241015094102NAL0027970401001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,613,134
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,613,134
- Net assets (BOY)
- $10,019,417
Income & contributions
- Employer contributions
- $459,004
- Participant contributions
- $592,365
- Total contributions
- $1,065,687
- Total income / additions
- $2,571,004
Expenses & distributions
- Benefits paid
- $1,783,840
- Administrative expenses
- $31,457
- Total expenses
- $1,815,297
- Net increase / (decrease)
- $755,707
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $19,655 | $0 | 2023 |
| Pnc Institutional Asset Management | ADVISOR | $8,774 | not reported in the loaded dataset | 2023 |