Varnum Llp Master Trust — Form 5500 plan (Varnum Llp)

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, Varnum Llp Master Trust is a benefit plan reported by Varnum Llp under EIN 38-1294924 and plan number 003. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $176,217,348 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Varnum Llp
EIN
38-1294924
Plan number
003
Plan type
4
Location
Grand Rapids, MI
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$176,217,348

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH, C20241011155740NAL0037583024001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$176,217,348
Total liabilities (EOY)
$0
Net assets (EOY)
$176,217,348
Net assets (BOY)
$160,704,047

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total contributions
$0
Total income / additions
$32,839,348

Expenses & distributions

Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$32,839,348

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$0$02023

Related Form 5500 pages