2023 Form 5500 filing — Ventra Sandusky Union #1216 401(K) 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 20241015094659NAL0029170817001) for Ventra Sandusky Union #1216 401(K) Plan, reported by Ventra Sandusky, LLC under EIN 20-8608744 and plan number 001. It reports 2,641 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015094659NAL0029170817001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ventra Sandusky, LLC
- EIN
- 20-8608744
- Plan number
- 001
- Location
- Urbana, IL
- Participants
- 2,641
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $42,399,805
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,399,805
- Employer contributions
- $2,314,167
- Participant contributions
- $2,279,464
- Total income / additions
- $10,304,198
- Benefits paid
- $5,344,523
- Administrative expenses
- $109,307
- Total expenses
- $5,466,243
- Net increase / (decrease)
- $4,837,955
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $65,937 | $0 |
| Pnc Asset Management | ADVISOR | $31,912 | not reported in the loaded dataset |
| Newport Trust Company | TRUSTEE | $11,458 | $0 |