Visionary Schools Benefits Plan — Form 5500 plan (Visionary Schools)

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, Visionary Schools Benefits Plan is a benefit plan reported by Visionary Schools under EIN 47-6908131 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,226 participants and $1,311,954 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Visionary Schools
EIN
47-6908131
Plan number
501
Plan type
1
Location
Schaumburg, IL
Latest filing year
2023
Participants
1,226
End-of-year plan assets
$1,311,954

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,226H, C20241015164726NAL0029162129001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,311,954
Total liabilities (EOY)
$909,976
Net assets (EOY)
$401,978
Net assets (BOY)
$595,359

Income & contributions

Employer contributions
$7,295,230
Participant contributions
$2,786,841
Total contributions
$10,082,071
Total income / additions
$10,082,071

Expenses & distributions

Benefits paid
$10,270,317
Administrative expenses
$5,135
Total expenses
$10,275,452
Net increase / (decrease)
-$193,381

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Hub International Midwest LimitedBROKER$96,109$1782023

Related Form 5500 pages