Missouri Bankers Association Veba Plan — Form 5500 plan (Missouri Bankers Association)
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, Missouri Bankers Association Veba Plan is a benefit plan reported by Missouri Bankers Association under EIN 43-6207542 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,227 participants and $2,356,432 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Missouri Bankers Association
- EIN
- 43-6207542
- Plan number
- 501
- Plan type
- 4
- Location
- Jefferson City, MO
- Latest filing year
- 2023
- Participants
- 1,227
- End-of-year plan assets
- $2,356,432
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,227 | H, C | 20240523153445NAL0002617363001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,356,432
- Total liabilities (EOY)
- $2,176,018
- Net assets (EOY)
- $180,414
- Net assets (BOY)
- -$1,079,319
Income & contributions
- Employer contributions
- $19,009,928
- Total contributions
- $19,009,928
- Total income / additions
- $19,102,308
Expenses & distributions
- Benefits paid
- $15,684,016
- Administrative expenses
- $2,158,559
- Total expenses
- $17,842,575
- Net increase / (decrease)
- $1,259,733
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bankers Benefit | PARTY-IN-INTEREST | $938,000 | not reported in the loaded dataset | 2023 |
| Anthem | NONE | $407,011 | not reported in the loaded dataset | 2023 |
| Luminare Health Benefits, Inc | NONE | $369,974 | not reported in the loaded dataset | 2023 |
| Gallagher Risk Management Services | NONE | $100,789 | not reported in the loaded dataset | 2023 |
| Alliant Insurance Services, Inc | NONE | $100,000 | not reported in the loaded dataset | 2023 |
| Elap Services, LLC | NONE | $90,089 | not reported in the loaded dataset | 2023 |
| Delta Dental Of Mo | NONE | $78,586 | not reported in the loaded dataset | 2023 |
| Williams-Keepers LLC | NONE | $30,685 | not reported in the loaded dataset | 2023 |
| Teladoc | NONE | $21,618 | not reported in the loaded dataset | 2023 |
| Optumrx, Inc | NONE | $21,341 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Missouri Bankers Association
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Jefferson City, MO
- Bankers Benefit — Schedule C compensation
- Anthem — Schedule C compensation
- Luminare Health Benefits, Inc — Schedule C compensation
- Gallagher Risk Management Services — Schedule C compensation
- Alliant Insurance Services, Inc — Schedule C compensation
- Elap Services, LLC — Schedule C compensation
- Delta Dental Of Mo — Schedule C compensation
- Williams-Keepers LLC — Schedule C compensation
- Teladoc — Schedule C compensation
- Optumrx, Inc — Schedule C compensation