2023 Form 5500 filing — Versiti 403(B) Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240726115643NAL0008932931001) for Versiti 403(B) Retirement Plan, reported by Versiti, Inc. under EIN 45-4675354 and plan number 003. It reports 713 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240726115643NAL0008932931001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Versiti, Inc.
- EIN
- 45-4675354
- Plan number
- 003
- Location
- Milwaukee, WI
- Participants
- 713
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $92,932,864
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $92,932,864
- Total income / additions
- $13,840,965
- Benefits paid
- $5,683,256
- Administrative expenses
- $89,159
- Total expenses
- $5,783,772
- Net increase / (decrease)
- $8,057,193
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Captrust Financial | NONE | $46,027 | not reported in the loaded dataset |
| Fid Inv Inst Ops Co | RECORD KEEPER | $30,473 | $0 |
| Grantthornton Llp | NONE | $12,688 | not reported in the loaded dataset |