Masonic Home Of Virginia Employee Benefits Plan — Form 5500 plan (Masonic Home Of Virginia)
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, Masonic Home Of Virginia Employee Benefits Plan is a benefit plan reported by Masonic Home Of Virginia under EIN 54-0541802 and plan number 002. The latest loaded filing year is 2023. The filing reports 211 participants and $7,152,016 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Masonic Home Of Virginia
- EIN
- 54-0541802
- Plan number
- 002
- Plan type
- 2
- Location
- Henrico, VA
- Latest filing year
- 2023
- Participants
- 211
- End-of-year plan assets
- $7,152,016
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 211 | H, C | 20241011112834NAL0021760193001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,152,016
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,152,016
- Net assets (BOY)
- $6,558,706
Income & contributions
- Employer contributions
- $230,490
- Participant contributions
- $394,372
- Total contributions
- $628,455
- Total income / additions
- $1,662,513
Expenses & distributions
- Benefits paid
- $1,015,489
- Administrative expenses
- $34,286
- Total expenses
- $1,069,203
- Net increase / (decrease)
- $593,310
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Insurance & Annuity | RECORD KEEPER | $34,285 | $0 | 2023 |
| Northwestern Mutual Investment Serv | SERVICE PROVIDER | $0 | $15,906 | 2023 |