2023 Form 5500 filing — Virginia Association Of Independent Schools Multiple Employer 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 20251013131812NAL0001380689001) for Virginia Association Of Independent Schools Multiple Employer Plan, reported by Virginia Association Of Independent Schools under EIN 54-1080608 and plan number 333. It reports 1,027 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20251013131812NAL0001380689001
Filing year
2023
Form type
3
Plan sponsor
Virginia Association Of Independent Schools
EIN
54-1080608
Plan number
333
Location
North Chesterfield, VA
Participants
1,027
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$74,820,764
Total liabilities (EOY)
$0
Net assets (EOY)
$74,820,764
Employer contributions
$299,654
Participant contributions
$435,118
Total income / additions
$5,493,944
Benefits paid
$1,947,433
Administrative expenses
$26,951
Total expenses
$1,974,384
Net increase / (decrease)
$3,519,560
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Tiaa-Teachers Insurance & AnnunityINVESTMENT PROVIDER$19,554$0
Onedigital Investment AdvisorsADVISOR$7,397not reported in the loaded dataset

Related Form 5500 pages