Disabled American Veterans Retirement / Pension Equity Plan — Form 5500 plan (Disabled American Veterans)
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, Disabled American Veterans Retirement / Pension Equity Plan is a benefit plan reported by Disabled American Veterans under EIN 31-0263158 and plan number 001. The latest loaded filing year is 2023. The filing reports 794 participants and $69,954,918 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Disabled American Veterans
- EIN
- 31-0263158
- Plan number
- 001
- Plan type
- 2
- Location
- Erlanger, KY
- Latest filing year
- 2023
- Participants
- 794
- End-of-year plan assets
- $69,954,918
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 794 | H, C | 20241015193940NAL0030775729001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $69,954,918
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $69,954,918
- Net assets (BOY)
- $62,360,937
Income & contributions
- Employer contributions
- $5,108,056
- Total contributions
- $5,108,056
- Total income / additions
- $13,666,597
Expenses & distributions
- Benefits paid
- $5,882,846
- Administrative expenses
- $189,770
- Total expenses
- $6,072,616
- Net increase / (decrease)
- $7,593,981
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fifth Third Bank Retirement Svcs. | NONE | $70,257 | not reported in the loaded dataset | 2023 |
| Cleararc Capital, Inc. | NONE | $43,887 | $5,599 | 2023 |
| Ubs Financial Services, Inc. | NONE | $24,294 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Disabled American Veterans
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Erlanger, KY
- Fifth Third Bank Retirement Svcs. — Schedule C compensation
- Cleararc Capital, Inc. — Schedule C compensation
- Ubs Financial Services, Inc. — Schedule C compensation