Plan5500

Ms Bankers Voluntary Employees' Beneficiary Assn. Plan & Trust — Form 5500 plan (Mississippi Bankers Association)

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, Ms Bankers Voluntary Employees' Beneficiary Assn. Plan & Trust is a benefit plan reported by Mississippi Bankers Association under EIN 64-0204860 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,520 participants and $14,648,697 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$10.5MPlan net assets, end of year$10,506,113
Participants2.5KCovered participants reported2,520
Assets / participant$5.8KComputed: assets ÷ participants$5,813 (computed)
Provider compensation$3.5M5 Schedule C provider row(s)$3,513,147
Plan sponsor
Mississippi Bankers Association
EIN
64-0204860
Plan number
501
Plan type
3
Location
Jackson, MS
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    2,520 participants · 3Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$14.6M total assets
Net assets$10.5MLiabilities$4.1M
Money in vs. money out
Total income / additions$24.9M
Total expenses$25.2M
Benefits paid / distributions$21.5M
Contributions
Employer$18.5M
Participant$5.7M
Full reported line items

Net assets

Total assets (EOY)
$14,648,697
Total liabilities (EOY)
$4,142,584
Net assets (EOY)
$10,506,113
Net assets (BOY)
$10,774,574

Income & contributions

Employer contributions
$18,528,818
Participant contributions
$5,702,664
Total contributions
$24,231,482
Total income / additions
$24,897,694

Expenses & distributions

Benefits paid
$21,508,386
Administrative expenses
$3,657,769
Total expenses
$25,166,155
Net increase / (decrease)
-$268,461
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 76%Participant 24%
Total expenses ÷ net assets240%Computed ratio
Benefits paid ÷ total income86%Computed ratio
Provider comp. ÷ net assets33%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Blue Cross Blue Sheild$3.2M
    NONE · Direct $3.2M
  2. 2
    Ms Bankers Association$189.3K
    PLAN SPONSOR · Direct $189.3K
  3. 3
    Iowa Bankers Insurance Service$37.2K
    NONE · Direct $37.2K
  4. 4
    Harper Rains Kinight & C0$29K
    PLAN AUDITOR · Direct $29K
  5. 5
    Corbin Biggs$8.1K
    CPA FIRM OF PLAN SPNSOR · Direct $8.1K

What to inspect next

Frequently asked questions

Who sponsors the Ms Bankers Voluntary Employees' Beneficiary Assn. Plan & Trust?
Ms Bankers Voluntary Employees' Beneficiary Assn. Plan & Trust is reported as sponsored by Mississippi Bankers Association (EIN 64-0204860, plan number 501) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Ms Bankers Voluntary Employees' Beneficiary Assn. Plan & Trust?
The latest Form 5500 filing year loaded for Ms Bankers Voluntary Employees' Beneficiary Assn. Plan & Trust is 2023.
How many participants does Ms Bankers Voluntary Employees' Beneficiary Assn. Plan & Trust report?
Ms Bankers Voluntary Employees' Beneficiary Assn. Plan & Trust reports 2,520 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Ms Bankers Voluntary Employees' Beneficiary Assn. Plan & Trust?
Ms Bankers Voluntary Employees' Beneficiary Assn. Plan & Trust reports $14,648,697 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages