2023 Form 5500 filing — Visionary Schools 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 20241015164726NAL0029162129001) for Visionary Schools Benefits Plan, reported by Visionary Schools under EIN 47-6908131 and plan number 501. It reports 1,226 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015164726NAL0029162129001
Filing year
2023
Form type
1
Plan sponsor
Visionary Schools
EIN
47-6908131
Plan number
501
Location
Schaumburg, IL
Participants
1,226
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$1,311,954
Total liabilities (EOY)
$909,976
Net assets (EOY)
$401,978
Employer contributions
$7,295,230
Participant contributions
$2,786,841
Total income / additions
$10,082,071
Benefits paid
$10,270,317
Administrative expenses
$5,135
Total expenses
$10,275,452
Net increase / (decrease)
-$193,381
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Hub International Midwest LimitedBROKER$96,109$178

Related Form 5500 pages