2023 Form 5500 filing — Vt Group U.S. 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 20241011153758NAL0022243953001) for Vt Group U.S. Retirement Plan, reported by Vt Services Inc. under EIN 20-3786363 and plan number 001. It reports 2,114 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011153758NAL0022243953001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Vt Services Inc.
- EIN
- 20-3786363
- Plan number
- 001
- Location
- Alexandria, VA
- Participants
- 2,114
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $152,537,686
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $152,537,686
- Employer contributions
- $4,172,205
- Participant contributions
- $9,347,215
- Total income / additions
- $37,612,154
- Benefits paid
- $16,281,646
- Administrative expenses
- $336,040
- Total expenses
- $16,597,930
- Net increase / (decrease)
- $21,014,224
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $336,040 | $0 |
| Commonwealth Financial Network | INVESTMENT ADVISORY | $0 | $63,420 |
| Global Retirement Partners LLC | INVESTMENT ADVISORY | $0 | $47,500 |
| Citrin Cooperman | ACCOUNTANT | $0 | $35,910 |