Plan5500

Veterans Of Foreign Wars Employees' Retirement Plan Master Trust — Form 5500 plan (Veterans Of Foreign Wars Of The United States)

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, Veterans Of Foreign Wars Employees' Retirement Plan Master Trust is a benefit plan reported by Veterans Of Foreign Wars Of The United States under EIN 44-0474290 and plan number 004. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $48,709,757 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Veterans Of Foreign Wars Of The United States
EIN
44-0474290
Plan number
004
Plan type
4
Location
Kansas City, MO
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$48,709,757

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH, C20250319130541NAL0009684946001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$48,709,757
Total liabilities (EOY)
$88,931
Net assets (EOY)
$48,620,826
Net assets (BOY)
$48,137,762

Income & contributions

Total contributions
$0
Total income / additions
$4,382,241

Expenses & distributions

Benefits paid
$0
Administrative expenses
$163,035
Total expenses
$163,035
Net increase / (decrease)
$4,219,206

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Reams Asset ManagementNONE$65,660not reported in the loaded dataset2023
Us BankNONE$55,484not reported in the loaded dataset2023
White OakNONE$30,066not reported in the loaded dataset2023
WcmNONE$11,824not reported in the loaded dataset2023

Related Form 5500 pages