Virginia Association Of Independent Schools Multiple Employer Plan — Form 5500 plan (Virginia Association Of Independent 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, Virginia Association Of Independent Schools Multiple Employer Plan is a benefit plan reported by Virginia Association Of Independent Schools under EIN 54-1080608 and plan number 333. The latest loaded filing year is 2023. The filing reports 1,027 participants and $74,820,764 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Virginia Association Of Independent Schools
EIN
54-1080608
Plan number
333
Plan type
3
Location
North Chesterfield, VA
Latest filing year
2023
Participants
1,027
End-of-year plan assets
$74,820,764

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,027H, C20251013131812NAL0001380689001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$74,820,764
Total liabilities (EOY)
$0
Net assets (EOY)
$74,820,764
Net assets (BOY)
$0

Income & contributions

Employer contributions
$299,654
Participant contributions
$435,118
Total contributions
$822,312
Total income / additions
$5,493,944

Expenses & distributions

Benefits paid
$1,947,433
Administrative expenses
$26,951
Total expenses
$1,974,384
Net increase / (decrease)
$3,519,560

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tiaa-Teachers Insurance & AnnunityINVESTMENT PROVIDER$19,554$02023
Onedigital Investment AdvisorsADVISOR$7,397not reported in the loaded dataset2023

Related Form 5500 pages