Vi Retirement Plan — Form 5500 plan (Classic Residence Mgt Lp Dba Vi)

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, Vi Retirement Plan is a benefit plan reported by Classic Residence Mgt Lp Dba Vi under EIN 36-3558465 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,176 participants and $140,703,512 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Classic Residence Mgt Lp Dba Vi
EIN
36-3558465
Plan number
001
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
3,176
End-of-year plan assets
$140,703,512

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,176H, C20241009100927NAL0018990833001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$140,703,512
Total liabilities (EOY)
$0
Net assets (EOY)
$140,703,512
Net assets (BOY)
$118,419,878

Income & contributions

Employer contributions
$5,266,288
Participant contributions
$9,904,371
Total contributions
$16,120,566
Total income / additions
$36,266,527

Expenses & distributions

Benefits paid
$13,812,655
Administrative expenses
$193,607
Total expenses
$13,982,893
Net increase / (decrease)
$22,283,634

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$181,080$02023
Capfinancial Partners, LINVESTMENT ADVISORY$35,000not reported in the loaded dataset2023

Related Form 5500 pages