Plan5500

Patriot Retirees Veba — Form 5500 plan (Bd Of Trustees Patriot Retirees Veba Plan Administrator)

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, Patriot Retirees Veba is a benefit plan reported by Bd Of Trustees Patriot Retirees Veba Plan Administrator under EIN 46-3070420 and plan number 501. The latest loaded filing year is 2023. The filing reports 110 participants and $967,794 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bd Of Trustees Patriot Retirees Veba Plan Administrator
EIN
46-3070420
Plan number
501
Plan type
2
Location
Triangle, VA
Latest filing year
2023
Participants
110
End-of-year plan assets
$967,794

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023110H, C20241013122313NAL0024744225001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$967,794
Net assets (EOY)
$967,794
Net assets (BOY)
$958,641

Income & contributions

Employer contributions
$1,198,181
Total contributions
$1,198,181
Total income / additions
$1,635,934

Expenses & distributions

Benefits paid
$1,553,599
Administrative expenses
$73,182
Total expenses
$1,626,781
Net increase / (decrease)
$9,153

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Healthsmart Benefit SolutionsNONE$33,190not reported in the loaded dataset2023
Calibre Cpa Group PllcNONE$20,000not reported in the loaded dataset2023
Horizon Actuarial Services, LLC.NONE$12,426not reported in the loaded dataset2023

Related Form 5500 pages