Plan5500

Versiti, Inc. 401(K) Retirement Plan — Form 5500 plan (Versiti, 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, Versiti, Inc. 401(K) Retirement Plan is a benefit plan reported by Versiti, Inc. under EIN 45-4675354 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,872 participants and $138,037,714 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Versiti, Inc.
EIN
45-4675354
Plan number
001
Plan type
2
Location
Milwaukee, WI
Latest filing year
2023
Participants
2,872
End-of-year plan assets
$138,037,714

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,872H, C20240726152030NAL0034820386001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$138,037,714
Total liabilities (EOY)
$0
Net assets (EOY)
$138,037,714
Net assets (BOY)
$108,530,820

Income & contributions

Employer contributions
$8,093,775
Participant contributions
$11,867,739
Total contributions
$21,499,189
Total income / additions
$41,670,812

Expenses & distributions

Benefits paid
$11,739,315
Administrative expenses
$226,736
Total expenses
$12,163,918
Net increase / (decrease)
$29,506,894

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fid Inv Inst Ops CoNONE$159,351$02023
Captrust FinancialNONE$41,047not reported in the loaded dataset2023
Grantthornton LlpNONE$16,526not reported in the loaded dataset2023

Related Form 5500 pages