Plan5500

Versiti 403(B) 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 403(B) Retirement Plan is a benefit plan reported by Versiti, Inc. under EIN 45-4675354 and plan number 003. The latest loaded filing year is 2023. The filing reports 713 participants and $92,932,864 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Versiti, Inc.
EIN
45-4675354
Plan number
003
Plan type
2
Location
Milwaukee, WI
Latest filing year
2023
Participants
713
End-of-year plan assets
$92,932,864

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023713H, C20240726115643NAL0008932931001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$92,932,864
Total liabilities (EOY)
$0
Net assets (EOY)
$92,932,864
Net assets (BOY)
$84,875,671

Income & contributions

Total contributions
$0
Total income / additions
$13,840,965

Expenses & distributions

Benefits paid
$5,683,256
Administrative expenses
$89,159
Total expenses
$5,783,772
Net increase / (decrease)
$8,057,193

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Captrust FinancialNONE$46,027not reported in the loaded dataset2023
Fid Inv Inst Ops CoRECORD KEEPER$30,473$02023
Grantthornton LlpNONE$12,688not reported in the loaded dataset2023

Related Form 5500 pages