2023 Form 5500 filing — Masonic Home Of Virginia Employee Benefits 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 20241011112834NAL0021760193001) for Masonic Home Of Virginia Employee Benefits Plan, reported by Masonic Home Of Virginia under EIN 54-0541802 and plan number 002. It reports 211 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011112834NAL0021760193001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Masonic Home Of Virginia
- EIN
- 54-0541802
- Plan number
- 002
- Location
- Henrico, VA
- Participants
- 211
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,152,016
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,152,016
- Employer contributions
- $230,490
- Participant contributions
- $394,372
- Total income / additions
- $1,662,513
- Benefits paid
- $1,015,489
- Administrative expenses
- $34,286
- Total expenses
- $1,069,203
- Net increase / (decrease)
- $593,310
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance & Annuity | RECORD KEEPER | $34,285 | $0 |
| Northwestern Mutual Investment Serv | SERVICE PROVIDER | $0 | $15,906 |