2023 Form 5500 filing — Retirement Security Fund Veba/Hra 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 20241014105029NAL0053184962001) for Retirement Security Fund Veba/Hra Plan, reported by Retirement Security Fund Veba/Hra Trust under EIN 83-6651440 and plan number 501. It reports 221 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014105029NAL0053184962001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Retirement Security Fund Veba/Hra Trust
- EIN
- 83-6651440
- Plan number
- 501
- Location
- Mukilteo, WA
- Participants
- 221
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,774,855
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,774,855
- Employer contributions
- $1,268,400
- Total income / additions
- $1,337,274
- Benefits paid
- $628,395
- Administrative expenses
- $20,595
- Total expenses
- $648,990
- Net increase / (decrease)
- $688,284
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bpas | TRUSTEE | $20,595 | not reported in the loaded dataset |