Verland And Affiliates 403(B) Retirement Plan — Form 5500 plan (Verland)
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, Verland And Affiliates 403(B) Retirement Plan is a benefit plan reported by Verland under EIN 25-1440761 and plan number 001. The latest loaded filing year is 2023. The filing reports 992 participants and $18,004,502 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Verland
- EIN
- 25-1440761
- Plan number
- 001
- Plan type
- 2
- Location
- Sewickley, PA
- Latest filing year
- 2023
- Participants
- 992
- End-of-year plan assets
- $18,004,502
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 992 | H, C | 20250415152224NAL0003451553001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,004,502
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,004,502
- Net assets (BOY)
- $16,397,171
Income & contributions
- Employer contributions
- $816,025
- Participant contributions
- $1,777,158
- Total contributions
- $2,793,689
- Total income / additions
- $4,731,618
Expenses & distributions
- Benefits paid
- $3,095,261
- Administrative expenses
- $29,026
- Total expenses
- $3,124,287
- Net increase / (decrease)
- $1,607,331
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Definiti LLC | CONTRACT ADMIN | $20,950 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $9,314 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,062 | not reported in the loaded dataset | 2023 |