Vt Group U.S. Retirement Plan — Form 5500 plan (Vt Services 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, Vt Group U.S. Retirement Plan is a benefit plan reported by Vt Services Inc. under EIN 20-3786363 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,114 participants and $152,537,686 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vt Services Inc.
- EIN
- 20-3786363
- Plan number
- 001
- Plan type
- 2
- Location
- Alexandria, VA
- Latest filing year
- 2023
- Participants
- 2,114
- End-of-year plan assets
- $152,537,686
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,114 | H, C | 20241011153758NAL0022243953001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $152,537,686
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $152,537,686
- Net assets (BOY)
- $131,523,462
Income & contributions
- Employer contributions
- $4,172,205
- Participant contributions
- $9,347,215
- Total contributions
- $15,219,672
- Total income / additions
- $37,612,154
Expenses & distributions
- Benefits paid
- $16,281,646
- Administrative expenses
- $336,040
- Total expenses
- $16,597,930
- Net increase / (decrease)
- $21,014,224
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $336,040 | $0 | 2023 |
| Commonwealth Financial Network | INVESTMENT ADVISORY | $0 | $63,420 | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISORY | $0 | $47,500 | 2023 |
| Citrin Cooperman | ACCOUNTANT | $0 | $35,910 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Vt Services Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Alexandria, VA
- Principal Life Insurance Company — Schedule C compensation
- Commonwealth Financial Network — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Citrin Cooperman — Schedule C compensation