2023 Form 5500 filing — The Villages Of Indiana 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 20241011082057NAL0036383216001) for The Villages Of Indiana Retirement Plan, reported by The Villages Of Indiana Inc. under EIN 35-1708240 and plan number 003. It reports 410 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011082057NAL0036383216001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Villages Of Indiana Inc.
- EIN
- 35-1708240
- Plan number
- 003
- Location
- Bloomington, IN
- Participants
- 410
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,920,160
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,920,160
- Employer contributions
- $542,521
- Participant contributions
- $668,953
- Total income / additions
- $3,955,585
- Benefits paid
- $541,236
- Administrative expenses
- $3,984
- Total expenses
- $545,220
- Net increase / (decrease)
- $3,410,365
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American United Life Insurance Co | NONE | $928 | $45,421 |