VI Form 5500 retirement and benefit plan filings
State Form 5500 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 has 23 loaded benefit plan(s) reported by 20 plan sponsor(s), with $140,460,284 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 23
- Plan sponsors
- 20
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $140,460,284
- Total reported liabilities (EOY)
- $297,318
- Total reported net assets (EOY)
- $140,162,966
Contributions & income
- Employer contributions
- $1,611,107
- Participant contributions
- $4,212,273
- Total income / additions
- $25,210,498
Expenses & distributions
- Benefits paid / distributions
- $52,530,592
- Total expenses
- $53,854,334
- Net increase / (decrease)
- -$28,643,836
Coverage
- Total reported participants
- 5,621
- Plans with financial statements
- 19
- Plans with provider compensation
- 12
Totals sum the latest loaded 2023 public Form 5500 filing per plan for VI plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Cities by loaded plan count
- St. Thomas, VI — 14 plan(s)
- Christiansted, VI — 4 plan(s)
- St. Croix, VI — 2 plan(s)
- Frederiksted, VI — 1 plan(s)
- Saint Thomas, VI — 1 plan(s)
- St. John, VI — 1 plan(s)
Largest loaded plans by reported assets
| Plan | Sponsor | City | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Virgin Islands Telephone Corporation Pension Plan For Hourly Employees | Dtr Holdings, LLC | St. Thomas | $39,439,248 | 2023 |
| Icc Consolidated Pension Plan | Dtr Holdings, LLC | St. Thomas | $22,741,442 | 2023 |
| Limetree Bay Terminals, LLC 401(K) Plan | Limetree Bay Terminals, LLC | Christiansted | $17,553,859 | 2023 |
| Antilles Schools 403(B) Plan | Antilles School, Inc. | St Thomas | $14,808,238 | 2023 |
| International Capital 401k Plan | Icmc, Lllp | St. Thomas | $8,207,806 | 2023 |
| Pinnacle 401(K) Plan | Pinnacle Services, L.L.C. | Christiansted | $7,121,217 | 2023 |
| United Steelworkers Of America 401(K) Plan For Bargaining Unit Employees Of Vitelco | Virgin Islands Telephone Corporation Dba Viya | St Thomas | $7,073,605 | 2023 |
| The Buccaneer, Inc 401(K) Plan | The Buccaneer, Inc. | Christiansted | $5,136,292 | 2023 |
| Heavy Materials LLC 401(K) Plan | Heavy Materials LLC | St. Thomas | $5,004,106 | 2023 |
| Kazi Foods 401(K) Plan | Kazi Foods, Inc. | Frederiksted | $3,842,965 | 2023 |
| Frederiksted Health Care Inc 403(B) Retirement Plan | Frederiksted Health Care Inc. | St. Croix | $3,784,056 | 2023 |
| L.S. Holding, Inc. 401(K) Plan | L.S. Holdings, Inc. | St. Thomas | $2,952,902 | 2023 |
| The Eye Clinic 401(K) Plan | The Eye Clinic, LLC | St. Thomas | $1,339,504 | 2023 |
| Mjb Caribbean Ventures, Inc. 401(K) Plan | Mjb Caribbean Ventures, Inc. | St. Thomas | $605,211 | 2023 |
| Sunny Isle Developers LLC Money Purchase Plan | Sunny Isle Developers LLC | St. Croix | $476,487 | 2023 |
Largest VI plans → · VI plans by participants → · VI plans with financial data → · VI plans with provider compensation → · $1B+ VI plans →
Related Form 5500 pages
- St. Thomas, VI Form 5500 filings
- Christiansted, VI Form 5500 filings
- St. Croix, VI Form 5500 filings
- Frederiksted, VI Form 5500 filings
- Saint Thomas, VI Form 5500 filings
- St. John, VI Form 5500 filings
- Virgin Islands Telephone Corporation Pension Plan For Hourly Employees (plan 002)
- Icc Consolidated Pension Plan (plan 003)
- Limetree Bay Terminals, LLC 401(K) Plan (plan 001)
- Antilles Schools 403(B) Plan (plan 001)
- International Capital 401k Plan (plan 001)
- Pinnacle 401(K) Plan (plan 001)
- United Steelworkers Of America 401(K) Plan For Bargaining Unit Employees Of Vitelco (plan 006)
- The Buccaneer, Inc 401(K) Plan (plan 002)
- Heavy Materials LLC 401(K) Plan (plan 001)
- Kazi Foods 401(K) Plan (plan 001)
- Methodology
- Data sources