Vensure Employer Services, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Vensure Employer 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, Vensure Employer Services, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Vensure Employer Services, Inc. under EIN 37-1508469 and plan number 001. The latest loaded filing year is 2023. The filing reports 46,310 participants and $797,749,729 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Vensure Employer Services, Inc.
EIN
37-1508469
Plan number
001
Plan type
3
Location
Chandler, AZ
Latest filing year
2023
Participants
46,310
End-of-year plan assets
$797,749,729

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202346,310H, C20250818155023NAL0002318032001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$797,749,729
Total liabilities (EOY)
$0
Net assets (EOY)
$797,749,729
Net assets (BOY)
$637,878,714

Income & contributions

Employer contributions
$37,612,327
Participant contributions
$94,837,813
Total contributions
$144,197,496
Total income / additions
$257,644,663

Expenses & distributions

Benefits paid
$102,872,139
Administrative expenses
$3,467,054
Total expenses
$107,446,516
Net increase / (decrease)
$150,198,147

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Slavic Integrated AdministrationTPA$2,984,750not reported in the loaded dataset2023
Slavic Mutual Fund Management Corp.PORTOFOLIO MGMT FEE$381,754not reported in the loaded dataset2023
Metz & Associates, PllcAUDITORnot reported in the loaded datasetnot reported in the loaded dataset2023

Related Form 5500 pages