2023 Form 5500 filing — Viejas Retirement Program
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 20241015102836NAL0028063185001) for Viejas Retirement Program, reported by The Viejas Band Of Kumeyaay Indians under EIN 33-0409825 and plan number 001. It reports 2,699 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015102836NAL0028063185001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Viejas Band Of Kumeyaay Indians
- EIN
- 33-0409825
- Plan number
- 001
- Location
- Alpine, CA
- Participants
- 2,699
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $52,446,307
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,446,307
- Employer contributions
- $873,521
- Participant contributions
- $4,944,296
- Total income / additions
- $12,256,197
- Benefits paid
- $5,648,544
- Administrative expenses
- $91,233
- Total expenses
- $5,873,256
- Net increase / (decrease)
- $6,382,941
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $57,055 | $0 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $34,077 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $93 | not reported in the loaded dataset |
| Gwfs Equities Inc | BROKERAGE SERVICES | $7 | not reported in the loaded dataset |
| Gwfs Equities Inc | BROKERAGE SERVICES | $1 | not reported in the loaded dataset |
| Qdro Consultants Company, LLC | CONSULTING | $0 | not reported in the loaded dataset |