Veterans United Home Loans 401(K) Plan — Form 5500 plan (Mortgage Research Center 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, Veterans United Home Loans 401(K) Plan is a benefit plan reported by Mortgage Research Center LLC under EIN 43-1965151 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,777 participants and $396,965,036 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mortgage Research Center LLC
- EIN
- 43-1965151
- Plan number
- 001
- Plan type
- 3
- Location
- Columbia, MO
- Latest filing year
- 2023
- Participants
- 5,777
- End-of-year plan assets
- $396,965,036
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,777 | H, C | 20240829103123NAL0012983425001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $396,965,036
- Total liabilities (EOY)
- $103,690
- Net assets (EOY)
- $396,861,346
- Net assets (BOY)
- $315,172,345
Income & contributions
- Employer contributions
- $8,349,048
- Participant contributions
- $31,475,415
- Total contributions
- $41,534,958
- Total income / additions
- $104,573,726
Expenses & distributions
- Benefits paid
- $22,256,638
- Administrative expenses
- $625,722
- Total expenses
- $22,884,725
- Net increase / (decrease)
- $81,689,001
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman, Inc. | NONE | $542,322 | $50,984 | 2023 |
| Pension Consultants, Inc. | NONE | $64,862 | not reported in the loaded dataset | 2023 |
| Forvis Mazars, Llp | NONE | $10,500 | not reported in the loaded dataset | 2023 |
| Ubs Financial | NONE | $7,786 | not reported in the loaded dataset | 2023 |
| Charles Schwab Bank | NONE | $0 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mortgage Research Center LLC
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Columbia, MO
- Milliman, Inc. — Schedule C compensation
- Pension Consultants, Inc. — Schedule C compensation
- Forvis Mazars, Llp — Schedule C compensation
- Ubs Financial — Schedule C compensation
- Charles Schwab Bank — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation