Vision Service Plan Veba Welfare Benefit Plan — Form 5500 plan (Vision Service Plan)
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, Vision Service Plan Veba Welfare Benefit Plan is a benefit plan reported by Vision Service Plan under EIN 52-7325750 and plan number 502. The latest loaded filing year is 2023. The filing reports 565 participants and $73,545,591 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vision Service Plan
- EIN
- 52-7325750
- Plan number
- 502
- Plan type
- 2
- Location
- Rancho Cordova, CA
- Latest filing year
- 2023
- Participants
- 565
- End-of-year plan assets
- $73,545,591
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 565 | H | 20241220112613NAL0009513312001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $73,545,591
- Total liabilities (EOY)
- $6,436,222
- Net assets (EOY)
- $67,109,369
- Net assets (BOY)
- $59,949,135
Income & contributions
- Employer contributions
- $6,773,152
- Participant contributions
- $752,433
- Total contributions
- $7,525,585
- Total income / additions
- $17,544,434
Expenses & distributions
- Benefits paid
- $6,158,905
- Administrative expenses
- $4,225,295
- Total expenses
- $10,384,200
- Net increase / (decrease)
- $7,160,234
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.