Vanasse Hangen Brustlin, Inc. Retirement Plan — Form 5500 plan (Vanasse Hangen Brustlin, Inc.)
Plain-English plan 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, Vanasse Hangen Brustlin, Inc. Retirement Plan is a benefit plan reported by Vanasse Hangen Brustlin, Inc. under EIN 04-2931679 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,701 participants and $403,333,496 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vanasse Hangen Brustlin, Inc.
- EIN
- 04-2931679
- Plan number
- 001
- Plan type
- 3
- Location
- Watertown, MA
- Latest filing year
- 2023
- Participants
- 2,701
- End-of-year plan assets
- $403,333,496
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,701 | H, C | 20241011133457NAL0038870208001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $403,333,496
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $403,333,496
- Net assets (BOY)
- $340,984,403
Income & contributions
- Employer contributions
- $7,527,869
- Participant contributions
- $21,480,812
- Total contributions
- $32,596,024
- Total income / additions
- $93,253,972
Expenses & distributions
- Benefits paid
- $30,368,042
- Administrative expenses
- $527,440
- Total expenses
- $30,904,879
- Net increase / (decrease)
- $62,349,093
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $604,722 | $0 | 2023 |
| Capfinancial Partners LLC Dba Captr | NONE | $99,770 | not reported in the loaded dataset | 2023 |
| Pkf O'Connor Davies Llp | NONE | $24,650 | not reported in the loaded dataset | 2023 |
| Qdro Consultants | NONE | $400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Vanasse Hangen Brustlin, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Watertown, MA
- Empower Annuity Insurance Company O — Schedule C compensation
- Capfinancial Partners LLC Dba Captr — Schedule C compensation
- Pkf O'Connor Davies Llp — Schedule C compensation
- Qdro Consultants — Schedule C compensation