Anuvu Retirement Plan — Form 5500 plan (Anuvu Operations 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, Anuvu Retirement Plan is a benefit plan reported by Anuvu Operations LLC under EIN 85-4087698 and plan number 001. The latest loaded filing year is 2023. The filing reports 677 participants and $48,527,435 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Anuvu Operations LLC
- EIN
- 85-4087698
- Plan number
- 001
- Plan type
- 2
- Location
- Santa Ana, CA
- Latest filing year
- 2023
- Participants
- 677
- End-of-year plan assets
- $48,527,435
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 677 | H, C | 20240813171437NAL0010736913001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $48,527,435
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $48,527,435
- Net assets (BOY)
- $38,533,380
Income & contributions
- Employer contributions
- $1,376,520
- Participant contributions
- $3,805,772
- Total contributions
- $5,279,676
- Total income / additions
- $12,684,110
Expenses & distributions
- Benefits paid
- $2,674,949
- Administrative expenses
- $15,106
- Total expenses
- $2,690,055
- Net increase / (decrease)
- $9,994,055
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Gallagher Benefit Services Inc | SERVICE PROVIDER | $0 | $64,590 | 2023 |
| Voya Retirement Insurance & Annuity | RECORD KEEPER | $10,595 | $0 | 2023 |