The Villages Of Indiana Retirement Plan — Form 5500 plan (The Villages Of Indiana 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, The Villages Of Indiana Retirement Plan is a benefit plan reported by The Villages Of Indiana Inc. under EIN 35-1708240 and plan number 003. The latest loaded filing year is 2023. The filing reports 410 participants and $7,920,160 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Villages Of Indiana Inc.
- EIN
- 35-1708240
- Plan number
- 003
- Plan type
- 2
- Location
- Bloomington, IN
- Latest filing year
- 2023
- Participants
- 410
- End-of-year plan assets
- $7,920,160
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 410 | H, C | 20241011082057NAL0036383216001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,920,160
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,920,160
- Net assets (BOY)
- $4,509,795
Income & contributions
- Employer contributions
- $542,521
- Participant contributions
- $668,953
- Total contributions
- $2,944,164
- Total income / additions
- $3,955,585
Expenses & distributions
- Benefits paid
- $541,236
- Administrative expenses
- $3,984
- Total expenses
- $545,220
- Net increase / (decrease)
- $3,410,365
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $928 | $45,421 | 2023 |